VFP
DUHP icon

Vested Financial Planning’s Dimensional US High Profitability ETF DUHP Stock Holding History

Vested Financial Planning’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 		$6.2M Buy
168,632
+618
+0.4% +$23.7K 4.72% 8
2025
Q4 		$6.39M Sell
168,014
-1,639
-1% -$62.1K 4.92% 6
2025
Q3 		$6.41M Buy
169,653
+2,868
+2% +$105K 5.2% 6
2025
Q2 		$5.93M Buy
+166,785
New +$5.57M 5.28% 6

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Vested Financial Planning's DUHP Position: Q1 2026 in Review

Vested Financial Planning increased its Dimensional US High Profitability ETF (DUHP) stake by 0.37% in Q1 2026, buying an estimated $23.7K and bringing the position to 168,632 shares worth $6.2M. The position accounts for 4.72% of the portfolio, ranked #8.

Vested Financial Planning first reported a position in DUHP in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.41M in Q3 2025. 537 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Vested Financial Planning held 168,632 shares of Dimensional US High Profitability ETF worth $6.2M as of Q1 2026.
  • Vested Financial Planning bought 618 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $23.7K.
  • Dimensional US High Profitability ETF made up 4.72% of Vested Financial Planning's portfolio in Q1 2026, its #8 holding.
  • Vested Financial Planning first reported a position in Dimensional US High Profitability ETF in Q2 2025 and has held it in 4 quarters since.
  • Vested Financial Planning's Dimensional US High Profitability ETF position peaked at $6.41M in Q3 2025.
  • 537 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Vested Financial Planning's 13F filing for Q1 2026, filed 16 Apr 2026.