Security Financial Services’s Dimensional US High Profitability ETF DUHP Stock Holding History

Security Financial Services’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	$7.17M	Buy	194,945 +3,362	+2%	+$129K	1.13%	29
2025 Q4	$7.29M	Sell	191,583 -12,698	-6%	-$481K	1.14%	31
2025 Q3	$7.72M	Buy	204,281 +443	+0.2%	+$16.2K	1.25%	29
2025 Q2	$7.25M	Buy	203,838 +5,400	+3%	+$180K	1.28%	29
2025 Q1	$6.58M	Buy	198,438 +4,043	+2%	+$139K	1.31%	26
2024 Q4	$6.57M	Sell	194,395 -874	-0.4%	-$30.2K	1.34%	24
2024 Q3	$6.65M	Buy	195,269 +16,734	+9%	+$548K	1.35%	23
2024 Q2	$5.71M	Buy	+178,535	New	+$5.55M	1.24%	24

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return