Planning Project LLC’s Dimensional US High Profitability ETF DUHP Stock Holding History

Planning Project LLC’s Portfolio DUHP Stock Details DUHP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$220K	Buy	+5,781	New	+$219K	0.06%	32

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Planning Project LLC's DUHP Position: Q4 2025 in Review

Planning Project LLC opened a new position in Dimensional US High Profitability ETF (DUHP) in Q4 2025: 5,781 shares worth $220K. The stake represents 0.06% of the portfolio and ranks #32 among its holdings.

511 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

Planning Project LLC held 5,781 shares of Dimensional US High Profitability ETF worth $220K as of Q4 2025.
Dimensional US High Profitability ETF was a new Planning Project LLC position in Q4 2025.
Dimensional US High Profitability ETF made up 0.06% of Planning Project LLC's portfolio in Q4 2025, its #32 holding.
511 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2025.

Based on Planning Project LLC's 13F filing for Q4 2025, filed 12 Feb 2026.