SAG
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SageView Advisory Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

SageView 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
2025
Q4 		$1.99M Sell
52,208
-887
-2% -$33.6K 0.07% 149
2025
Q3 		$2.01M Sell
53,095
-245
-0.5% -$8.98K 0.07% 153
2025
Q2 		$1.95M Sell
53,340
-1,141
-2% -$38.1K 0.07% 139
2025
Q1 		$1.81M Sell
54,481
-684
-1% -$23.5K 0.08% 137
2024
Q4 		$1.86M Sell
55,165
-1,403
-2% -$48.5K 0.08% 129
2024
Q3 		$1.93M Sell
56,568
-700
-1% -$22.9K 0.1% 116
2024
Q2 		$1.83M Sell
57,268
-646
-1% -$20.1K 0.09% 133
2024
Q1 		$1.83M Sell
57,914
-1,739
-3% -$52.1K 0.09% 120
2023
Q4 		$1.76M Sell
59,653
-991
-2% -$26.5K 0.08% 162
2023
Q3 		$1.56M Buy
60,644
+316
+0.5% +$8.45K 0.09% 136
2023
Q2 		$1.6M Sell
60,328
-39
-0.1% -$984 0.09% 143
2023
Q1 		$1.52M Buy
60,367
+1,869
+3% +$46.2K 0.1% 139
2022
Q4 		$1.4M Buy
+58,498
New +$1.39M 0.11% 126

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SageView Advisory Group's DUHP Position: Q4 2025 in Review

SageView Advisory Group reduced its Dimensional US High Profitability ETF (DUHP) stake by 1.7% in Q4 2025, selling an estimated $33.6K and leaving 52,208 shares worth $1.99M. The position accounts for 0.07% of the portfolio, ranked #149.

SageView Advisory Group first reported a position in DUHP in Q4 2022 and has held it in 13 quarters since. The position peaked at $2.01M in Q3 2025. 511 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

  • SageView Advisory Group held 52,208 shares of Dimensional US High Profitability ETF worth $1.99M as of Q4 2025.
  • SageView Advisory Group sold 887 Dimensional US High Profitability ETF shares in Q4 2025, an estimated $33.6K.
  • Dimensional US High Profitability ETF made up 0.07% of SageView Advisory Group's portfolio in Q4 2025, its #149 holding.
  • SageView Advisory Group first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 13 quarters since.
  • SageView Advisory Group's Dimensional US High Profitability ETF position peaked at $2.01M in Q3 2025.
  • 511 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.