SSC
DUHP icon

Syverson Strege & Co’s Dimensional US High Profitability ETF DUHP Stock Holding History

Syverson Strege & Co’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 		$19.1M Buy
458,250
+2,564
+0.6% +$102K 4.17% 4
2026
Q1 		$16.8M Buy
455,686
+12,677
+3% +$486K 4.03% 4
2025
Q4 		$16.8M Sell
443,009
-23,168
-5% -$878K 3.99% 4
2025
Q3 		$17.6M Sell
466,177
-41,718
-8% -$1.53M 4.22% 4
2025
Q2 		$18.1M Buy
507,895
+15,106
+3% +$504K 4.27% 4
2025
Q1 		$16.3M Sell
492,789
-6,354
-1% -$218K 5.25% 4
2024
Q4 		$16.9M Sell
499,143
-6,106
-1% -$211K 5.62% 3
2024
Q3 		$17.2M Sell
505,249
-20,471
-4% -$670K 5.77% 4
2024
Q2 		$16.8M Buy
525,720
+5,454
+1% +$170K 5.73% 4
2024
Q1 		$16.4M Buy
520,266
+5,215
+1% +$156K 5.93% 3
2023
Q4 		$14.7M Sell
515,051
-11,520
-2% -$308K 5.72% 3
2023
Q3 		$13.5M Sell
526,571
-17,493
-3% -$468K 6.05% 3
2023
Q2 		$14.4M Sell
544,064
-18,068
-3% -$456K 6.18% 3
2023
Q1 		$14.1M Buy
562,132
+9,811
+2% +$243K 6.03% 3
2022
Q4 		$13.3M Buy
552,321
+44,996
+9% +$1.07M 6.01% 3
2022
Q3 		$10.8M Buy
507,325
+3,138
+0.6% +$74.3K 5.49% 3
2022
Q2 		$11.3M Buy
+504,187
New +$12.3M 4.17% 6

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

Syverson Strege & Co's DUHP Position: Q2 2026 in Review

Syverson Strege & Co increased its Dimensional US High Profitability ETF (DUHP) stake by 0.56% in Q2 2026, buying an estimated $102K and bringing the position to 458,250 shares worth $19.1M. The position accounts for 4.17% of the portfolio, ranked #4.

Syverson Strege & Co first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Syverson Strege & Co held 458,250 shares of Dimensional US High Profitability ETF worth $19.1M as of Q2 2026.
  • Syverson Strege & Co bought 2,564 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $102K.
  • Dimensional US High Profitability ETF made up 4.17% of Syverson Strege & Co's portfolio in Q2 2026, its #4 holding.
  • Syverson Strege & Co first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 17 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.