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Synergy Investment Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Synergy Investment 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
Q2 		$19.6K Buy
+480
New +$19.1K ﹤0.01% 520

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Synergy Investment Management's DUHP Position: Q2 2026 in Review

Synergy Investment Management opened a new position in Dimensional US High Profitability ETF (DUHP) in Q2 2026: 480 shares worth $19.6K. The stake represents ﹤0.01% of the portfolio and ranks #520 among its holdings.

558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Synergy Investment Management held 480 shares of Dimensional US High Profitability ETF worth $19.6K as of Q2 2026.
  • Dimensional US High Profitability ETF was a new Synergy Investment Management position in Q2 2026.
  • Dimensional US High Profitability ETF made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #520 holding.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.