Rockwood Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Rockwood Wealth 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	$536K	Buy	12,834 +593	+5%	+$23.7K	0.03%	76
2026 Q1	$450K	Hold	12,241	–	–	0.03%	73
2025 Q4	$466K	Buy	12,241 +1,701	+16%	+$64.4K	0.03%	65
2025 Q3	$398K	Buy	10,540 +2,782	+36%	+$102K	0.03%	71
2025 Q2	$276K	Buy	+7,758	New	+$259K	0.02%	82

Other funds holding DUHP

FFM

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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Rockwood Wealth Management's DUHP Position: Q2 2026 in Review

Rockwood Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 4.8% in Q2 2026, buying an estimated $23.7K and bringing the position to 12,834 shares worth $536K. The position accounts for 0.03% of the portfolio, ranked #76.

Rockwood Wealth Management first reported a position in DUHP in Q2 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Rockwood Wealth Management held 12,834 shares of Dimensional US High Profitability ETF worth $536K as of Q2 2026.
Rockwood Wealth Management bought 593 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $23.7K.
Dimensional US High Profitability ETF made up 0.03% of Rockwood Wealth Management's portfolio in Q2 2026, its #76 holding.
Rockwood Wealth Management first reported a position in Dimensional US High Profitability ETF in Q2 2025 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.