tru Independence’s Dimensional US High Profitability ETF DUHP Stock Holding History

tru Independence’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	$731K	Sell	17,507 -2,387	-12%	-$95.2K	0.32%	38
2026 Q1	$731K	Sell	19,894 -6,405	-24%	-$246K	0.36%	35
2025 Q4	$1M	Sell	26,299 -1,689	-6%	-$64K	0.25%	62
2025 Q3	$1.06M	Sell	27,988 -25	-0.1%	-$917	0.27%	62
2025 Q2	$996K	Sell	28,013 -810	-3%	-$27K	0.29%	58
2025 Q1	$955K	Sell	28,823 -76,001	-73%	-$2.61M	0.3%	59
2024 Q4	$3.54M	Sell	104,824 -4,641	-4%	-$161K	1.11%	39
2024 Q3	$3.73M	Buy	109,465 +7,558	+7%	+$248K	1.09%	45
2024 Q2	$3.26M	Buy	101,907 +13,553	+15%	+$421K	0.98%	49
2024 Q1	$2.79M	Buy	+88,354	New	+$2.65M	0.82%	50

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

tru Independence's DUHP Position: Q2 2026 in Review

tru Independence reduced its Dimensional US High Profitability ETF (DUHP) stake by 12% in Q2 2026, selling an estimated $95.2K and leaving 17,507 shares worth $731K. The position accounts for 0.32% of the portfolio, ranked #38.

tru Independence first reported a position in DUHP in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.73M in Q3 2024. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

tru Independence held 17,507 shares of Dimensional US High Profitability ETF worth $731K as of Q2 2026.
tru Independence sold 2,387 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $95.2K.
Dimensional US High Profitability ETF made up 0.32% of tru Independence's portfolio in Q2 2026, its #38 holding.
tru Independence first reported a position in Dimensional US High Profitability ETF in Q1 2024 and has held it in 10 quarters since.
tru Independence's Dimensional US High Profitability ETF position peaked at $3.73M in Q3 2024.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.