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Principal Securities’s Dimensional US High Profitability ETF DUHP Stock Holding History

Principal Securities’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
Q3 		– Sell
-326
Closed -$11.6K – 3759
2025
Q2 		$11.6K Sell
326
-568
-64% -$19K ﹤0.01% 2562
2025
Q1 		$30.2K Hold
894
– – ﹤0.01% 1984
2024
Q4 		$30.2K Buy
894
+568
+174% +$19.7K ﹤0.01% 1979
2024
Q3 		$11.1K Buy
+326
New +$10.7K ﹤0.01% 2397

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Principal Securities's DUHP Position: Q3 2025 in Review

Principal Securities sold out of Dimensional US High Profitability ETF (DUHP) in Q3 2025, closing a stake of 326 shares — an estimated $11.6K sold.

Principal Securities first reported a position in DUHP in Q3 2024 and held it in 4 quarters. The position peaked at $30.2K in Q1 2025. 450 funds tracked by Wall St. Rank hold DUHP as of Q3 2025.

  • Principal Securities reported no remaining Dimensional US High Profitability ETF position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 326 Dimensional US High Profitability ETF shares in Q3 2025, an estimated $11.6K.
  • Principal Securities first reported a position in Dimensional US High Profitability ETF in Q3 2024 and held it in 4 quarters.
  • Principal Securities's Dimensional US High Profitability ETF position peaked at $30.2K in Q1 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.