Signature Estate & Investment Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Signature Estate & Investment Advisors’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	$4.95M	Buy	118,730 +8,887	+8%	+$355K	0.09%	106
2026 Q1	$4.04M	Buy	109,843 +2,801	+3%	+$107K	0.08%	118
2025 Q4	$4.07M	Buy	107,042 +35,009	+49%	+$1.33M	0.08%	111
2025 Q3	$2.72M	Buy	72,033 +25,644	+55%	+$940K	0.06%	142
2025 Q2	$1.65M	Buy	46,389 +5,921	+15%	+$198K	0.04%	176
2025 Q1	$1.34M	Buy	40,468 +6,911	+21%	+$237K	0.04%	180
2024 Q4	$1.13M	Buy	+33,557	New	+$1.16M	0.03%	196

Other funds holding DUHP

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

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

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Signature Estate & Investment Advisors's DUHP Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 8.1% in Q2 2026, buying an estimated $355K and bringing the position to 118,730 shares worth $4.95M. The position accounts for 0.09% of the portfolio, ranked #106.

Signature Estate & Investment Advisors first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. 369 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Signature Estate & Investment Advisors held 118,730 shares of Dimensional US High Profitability ETF worth $4.95M as of Q2 2026.
Signature Estate & Investment Advisors bought 8,887 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $355K.
Dimensional US High Profitability ETF made up 0.09% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #106 holding.
Signature Estate & Investment Advisors first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 7 quarters since.
369 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.