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Satovsky Asset Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Satovsky Asset 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
Q1 		$48.2M Buy
1,311,703
+39,505
+3% +$1.52M 8.51% 5
2025
Q4 		$48.4M Buy
1,272,198
+10,927
+0.9% +$414K 9.38% 5
2025
Q3 		$47.6M Sell
1,261,271
-20,564
-2% -$754K 9.51% 5
2025
Q2 		$45.6M Sell
1,281,835
-4,434
-0.3% -$148K 9.71% 5
2025
Q1 		$42.6M Sell
1,286,269
-5,084
-0.4% -$175K 9.54% 5
2024
Q4 		$43.6M Sell
1,291,353
-13,969
-1% -$483K 9.99% 4
2024
Q3 		$44.5M Buy
1,305,322
+11,405
+0.9% +$374K 10.02% 5
2024
Q2 		$41.4M Buy
1,293,917
+918,575
+245% +$28.6M 9.95% 5
2024
Q1 		$11.9M Sell
375,342
-26,663
-7% -$799K 3.47% 7
2023
Q4 		$11.5M Buy
402,005
+21,990
+6% +$588K 3.58% 7
2023
Q3 		$9.76M Buy
380,015
+39,768
+12% +$1.06M 3.31% 8
2023
Q2 		$9.03M Buy
340,247
+46,615
+16% +$1.18M 3.05% 8
2023
Q1 		$7.42M Buy
293,632
+103,875
+55% +$2.57M 2.76% 10
2022
Q4 		$4.57M Buy
189,757
+97,410
+105% +$2.31M 1.9% 10
2022
Q3 		$1.97M Buy
92,347
+23,314
+34% +$552K 1.13% 11
2022
Q2 		$1.56M Buy
+69,033
New +$1.68M 0.91% 9

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 $7.07B AUM 18.05% 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 $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Satovsky Asset Management's DUHP Position: Q1 2026 in Review

Satovsky Asset Management increased its Dimensional US High Profitability ETF (DUHP) stake by 3.1% in Q1 2026, buying an estimated $1.52M and bringing the position to 1,311,703 shares worth $48.2M. The position accounts for 8.51% of the portfolio, ranked #5.

Satovsky Asset Management first reported a position in DUHP in Q2 2022 and has held it in 16 quarters since. The position peaked at $48.4M in Q4 2025. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Satovsky Asset Management held 1,311,703 shares of Dimensional US High Profitability ETF worth $48.2M as of Q1 2026.
  • Satovsky Asset Management bought 39,505 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $1.52M.
  • Dimensional US High Profitability ETF made up 8.51% of Satovsky Asset Management's portfolio in Q1 2026, its #5 holding.
  • Satovsky Asset Management first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 16 quarters since.
  • Satovsky Asset Management's Dimensional US High Profitability ETF position peaked at $48.4M in Q4 2025.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Satovsky Asset Management's 13F filing for Q1 2026, filed 14 May 2026.