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RCS Financial Planning’s Dimensional US High Profitability ETF DUHP Stock Holding History

RCS Financial Planning’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
2026
Q2 		$11.1M Buy
266,126
+7,386
+3% +$295K 5.26% 6
2026
Q1 		$9.51M Sell
258,740
-7,848
-3% -$301K 4.93% 6
2025
Q4 		$10.1M Buy
266,588
+692
+0.3% +$26.2K 4.37% 5
2025
Q3 		$10M Buy
265,896
+5,419
+2% +$199K 4.45% 5
2025
Q2 		$9.26M Buy
260,477
+2,963
+1% +$98.9K 4.61% 5
2025
Q1 		$8.53M Buy
257,514
+10,996
+4% +$378K 4.5% 7
2024
Q4 		$8.33M Buy
246,518
+7,261
+3% +$251K 4.43% 8
2024
Q3 		$8.15M Buy
239,257
+1,993
+0.8% +$65.3K 4.53% 8
2024
Q2 		$7.59M Buy
237,264
+48,091
+25% +$1.5M 4.48% 8
2024
Q1 		$5.98M Sell
189,173
-42,880
-18% -$1.29M 3.68% 9
2023
Q4 		$6.64M Sell
232,053
-1,068
-0.5% -$28.6K 4.34% 6
2023
Q3 		$5.99M Buy
233,121
+612
+0.3% +$16.4K 4.58% 5
2023
Q2 		$6.17M Buy
232,509
+34,672
+18% +$875K 5.09% 5
2023
Q1 		$4.97M Buy
197,837
+8,988
+5% +$222K 4.41% 5
2022
Q4 		$4.53M Buy
+188,849
New +$4.48M 4.4% 5

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
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RCS Financial Planning's DUHP Position: Q2 2026 in Review

RCS Financial Planning increased its Dimensional US High Profitability ETF (DUHP) stake by 2.9% in Q2 2026, buying an estimated $295K and bringing the position to 266,126 shares worth $11.1M. The position accounts for 5.26% of the portfolio, ranked #6.

RCS Financial Planning first reported a position in DUHP in Q4 2022 and has held it in 15 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • RCS Financial Planning held 266,126 shares of Dimensional US High Profitability ETF worth $11.1M as of Q2 2026.
  • RCS Financial Planning bought 7,386 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $295K.
  • Dimensional US High Profitability ETF made up 5.26% of RCS Financial Planning's portfolio in Q2 2026, its #6 holding.
  • RCS Financial Planning first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 15 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.