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Rockbridge Investment Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Rockbridge Investment Management’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 		$453K Hold
10,860
– – 0.04% 102
2026
Q1 		$399K Hold
10,860
– – 0.04% 107
2025
Q4 		$413K Hold
10,860
– – 0.04% 100
2025
Q3 		$410K Hold
10,860
– – 0.04% 99
2025
Q2 		$386K Hold
10,860
– – 0.04% 100
2025
Q1 		$360K Hold
10,860
– – 0.04% 99
2024
Q4 		$367K Hold
10,860
– – 0.05% 100
2024
Q3 		$370K Hold
10,860
– – 0.05% 99
2024
Q2 		$347K Hold
10,860
– – 0.05% 95
2024
Q1 		$343K Hold
10,860
– – 0.05% 94
2023
Q4 		$311K Hold
10,860
– – 0.05% 90
2023
Q3 		$279K Hold
10,860
– – 0.05% 90
2023
Q2 		$288K Hold
10,860
– – 0.05% 90
2023
Q1 		$273K Hold
10,860
– – 0.05% 90
2022
Q4 		$261K Buy
10,860
+200
+2% +$4.74K 0.05% 90
2022
Q3 		$227K Hold
10,660
– – 0.05% 89
2022
Q2 		$240K Buy
+10,660
New +$260K 0.05% 93

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

Rockbridge Investment Management's DUHP Position: Q2 2026 in Review

Rockbridge Investment Management held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 10,860 shares worth $453K. The position accounts for 0.04% of the portfolio, ranked #102.

Rockbridge Investment Management first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Rockbridge Investment Management held 10,860 shares of Dimensional US High Profitability ETF worth $453K as of Q2 2026.
  • Rockbridge Investment Management left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
  • Dimensional US High Profitability ETF made up 0.04% of Rockbridge Investment Management's portfolio in Q2 2026, its #102 holding.
  • Rockbridge Investment Management first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 17 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.