SB Capital Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

SB Capital 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
2025 Q4	$13M	Buy	+342,515	New	+$13M	4.77%	2

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SB Capital Management's DUHP Position: Q4 2025 in Review

SB Capital Management opened a new position in Dimensional US High Profitability ETF (DUHP) in Q4 2025: 342,515 shares worth $13M. The stake represents 4.77% of the portfolio and ranks #2 among its holdings.

511 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

SB Capital Management held 342,515 shares of Dimensional US High Profitability ETF worth $13M as of Q4 2025.
Dimensional US High Profitability ETF was a new SB Capital Management position in Q4 2025.
Dimensional US High Profitability ETF made up 4.77% of SB Capital Management's portfolio in Q4 2025, its #2 holding.
511 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2025.

Based on SB Capital Management's 13F filing for Q4 2025, filed 20 Feb 2026.