TCFG Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

TCFG Wealth 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 Q1	$904K	Sell	24,584 -572	-2%	-$21.9K	0.34%	69
2025 Q4	$957K	Sell	25,156 -2,259	-8%	-$85.6K	0.37%	66
2025 Q3	$1.04M	Buy	27,415 +381	+1%	+$14K	0.41%	64
2025 Q2	$961K	Buy	27,034 +30	+0.1%	+$1K	0.44%	61
2025 Q1	$895K	Buy	27,004 +361	+1%	+$12.4K	0.45%	59
2024 Q4	$900K	Buy	26,643 +317	+1%	+$11K	0.45%	62
2024 Q3	$897K	Buy	+26,326	New	+$862K	0.45%	65

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

TCFG Wealth Management's DUHP Position: Q1 2026 in Review

TCFG Wealth Management reduced its Dimensional US High Profitability ETF (DUHP) stake by 2.3% in Q1 2026, selling an estimated $21.9K and leaving 24,584 shares worth $904K. The position accounts for 0.34% of the portfolio, ranked #69.

TCFG Wealth Management first reported a position in DUHP in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.04M in Q3 2025. 541 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

TCFG Wealth Management held 24,584 shares of Dimensional US High Profitability ETF worth $904K as of Q1 2026.
TCFG Wealth Management sold 572 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $21.9K.
Dimensional US High Profitability ETF made up 0.34% of TCFG Wealth Management's portfolio in Q1 2026, its #69 holding.
TCFG Wealth Management first reported a position in Dimensional US High Profitability ETF in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's Dimensional US High Profitability ETF position peaked at $1.04M in Q3 2025.
541 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.