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Safeguard Investment Advisory Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		$45.2M Sell
1,230,260
-37,758
-3% -$1.45M 12.49% 2
2025
Q4 		$48.2M Sell
1,268,018
-54,992
-4% -$2.08M 12.34% 2
2025
Q3 		$50M Sell
1,323,010
-89,386
-6% -$3.28M 12.4% 2
2025
Q2 		$50.2M Sell
1,412,396
-38,219
-3% -$1.28M 12.54% 2
2025
Q1 		$48.1M Buy
1,450,615
+3,965
+0.3% +$136K 13.06% 2
2024
Q4 		$48.9M Buy
1,446,650
+31,801
+2% +$1.1M 13.41% 2
2024
Q3 		$48.2M Buy
1,414,849
+45,819
+3% +$1.5M 13.74% 2
2024
Q2 		$43.8M Buy
1,369,030
+118,676
+9% +$3.69M 13.61% 2
2024
Q1 		$39.5M Buy
1,250,354
+113,503
+10% +$3.4M 13.41% 2
2023
Q4 		$32.5M Buy
1,136,851
+79,872
+8% +$2.14M 12.25% 3
2023
Q3 		$27.2M Buy
1,056,979
+104,245
+11% +$2.79M 11.82% 3
2023
Q2 		$25.3M Buy
952,734
+181,853
+24% +$4.59M 10.78% 3
2023
Q1 		$19.4M Buy
770,881
+757,470
+5,648% +$18.7M 9.32% 3
2022
Q4 		$322K Buy
+13,411
New +$318K 0.2% 67

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Safeguard Investment Advisory Group's DUHP Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Dimensional US High Profitability ETF (DUHP) stake by 3% in Q1 2026, selling an estimated $1.45M and leaving 1,230,260 shares worth $45.2M. The position accounts for 12.49% of the portfolio, ranked #2.

Safeguard Investment Advisory Group first reported a position in DUHP in Q4 2022 and has held it in 14 quarters since. The position peaked at $50.2M in Q2 2025. 538 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Safeguard Investment Advisory Group held 1,230,260 shares of Dimensional US High Profitability ETF worth $45.2M as of Q1 2026.
  • Safeguard Investment Advisory Group sold 37,758 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $1.45M.
  • Dimensional US High Profitability ETF made up 12.49% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #2 holding.
  • Safeguard Investment Advisory Group first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 14 quarters since.
  • Safeguard Investment Advisory Group's Dimensional US High Profitability ETF position peaked at $50.2M in Q2 2025.
  • 538 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.