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Samalin Investment Counsel’s Dimensional US High Profitability ETF DUHP Stock Holding History

Samalin Investment Counsel’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 		$1.42M Buy
34,029
+572
+2% +$22.8K 0.44% 60
2026
Q1 		$1.23M Buy
33,457
+2,676
+9% +$103K 0.44% 59
2025
Q4 		$1.17M Buy
30,781
+1,752
+6% +$66.4K 0.42% 57
2025
Q3 		$1.1M Buy
29,029
+449
+2% +$16.5K 0.38% 66
2025
Q2 		$1.02M Buy
28,580
+1,140
+4% +$38.1K 0.39% 65
2025
Q1 		$909K Buy
27,440
+19,574
+249% +$673K 0.37% 77
2024
Q4 		$266K Buy
+7,866
New +$272K 0.11% 240

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

Samalin Investment Counsel's DUHP Position: Q2 2026 in Review

Samalin Investment Counsel increased its Dimensional US High Profitability ETF (DUHP) stake by 1.7% in Q2 2026, buying an estimated $22.8K and bringing the position to 34,029 shares worth $1.42M. The position accounts for 0.44% of the portfolio, ranked #60.

Samalin Investment Counsel first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. 559 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Samalin Investment Counsel held 34,029 shares of Dimensional US High Profitability ETF worth $1.42M as of Q2 2026.
  • Samalin Investment Counsel bought 572 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $22.8K.
  • Dimensional US High Profitability ETF made up 0.44% of Samalin Investment Counsel's portfolio in Q2 2026, its #60 holding.
  • Samalin Investment Counsel first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 7 quarters since.
  • 559 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.