TFO
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Timonier Family Office’s Dimensional US High Profitability ETF DUHP Stock Holding History

Timonier Family Office’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 		$44.7M Buy
+1,072,005
New +$42.8M 12.63% 1
2025
Q4 		$40M Buy
1,051,465
+48,059
+5% +$1.82M 12.69% 1
2025
Q3 		$37.9M Buy
1,003,406
+94,272
+10% +$3.46M 12.42% 1
2025
Q2 		$32.3M Buy
909,134
+103,747
+13% +$3.46M 12.09% 1
2025
Q1 		$26.7M Buy
805,387
+154,838
+24% +$5.32M 11.8% 2
2024
Q4 		$22M Buy
+650,549
New +$22.5M 11.28% 3

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Timonier Family Office's DUHP Position: Q2 2026 in Review

Timonier Family Office opened a new position in Dimensional US High Profitability ETF (DUHP) in Q2 2026: 1,072,005 shares worth $44.7M. The stake represents 12.63% of the portfolio and ranks #1 among its holdings. This is a return to the name: Timonier Family Office previously reported a position in DUHP as recently as Q4 2025.

Timonier Family Office first reported a position in DUHP in Q4 2024 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Timonier Family Office held 1,072,005 shares of Dimensional US High Profitability ETF worth $44.7M as of Q2 2026.
  • Dimensional US High Profitability ETF was a new Timonier Family Office position in Q2 2026.
  • Dimensional US High Profitability ETF made up 12.63% of Timonier Family Office's portfolio in Q2 2026, its #1 holding.
  • Timonier Family Office first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 6 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Timonier Family Office's 13F filing for Q2 2026, filed 3 Aug 2026.