Summit Wealth Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Summit Wealth Group’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	$3.7M	Buy	88,776 +2,446	+3%	+$97.6K	0.76%	32
2026 Q1	$3.17M	Buy	86,330 +3,413	+4%	+$131K	0.73%	30
2025 Q4	$3.15M	Buy	82,917 +4,100	+5%	+$155K	0.74%	31
2025 Q3	$2.98M	Buy	78,817 +2,584	+3%	+$94.7K	0.72%	32
2025 Q2	$2.71M	Buy	76,233 +1,951	+3%	+$65.1K	0.7%	32
2025 Q1	$2.46M	Buy	74,282 +6,356	+9%	+$218K	0.72%	28
2024 Q4	$2.29M	Buy	67,926 +5,061	+8%	+$175K	0.66%	28
2024 Q3	$2.14M	Buy	+62,865	New	+$2.06M	0.62%	33

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

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

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

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

Summit Wealth Group's DUHP Position: Q2 2026 in Review

Summit Wealth Group increased its Dimensional US High Profitability ETF (DUHP) stake by 2.8% in Q2 2026, buying an estimated $97.6K and bringing the position to 88,776 shares worth $3.7M. The position accounts for 0.76% of the portfolio, ranked #32.

Summit Wealth Group first reported a position in DUHP in Q3 2024 and has held it in 8 quarters since. 559 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Summit Wealth Group held 88,776 shares of Dimensional US High Profitability ETF worth $3.7M as of Q2 2026.
Summit Wealth Group bought 2,446 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $97.6K.
Dimensional US High Profitability ETF made up 0.76% of Summit Wealth Group's portfolio in Q2 2026, its #32 holding.
Summit Wealth Group first reported a position in Dimensional US High Profitability ETF in Q3 2024 and has held it in 8 quarters since.
559 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Summit Wealth Group's 13F filing for Q2 2026, filed 4 Aug 2026.