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von Borstel & Associates’s Dimensional US High Profitability ETF DUHP Stock Holding History

von Borstel & Associates’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 		$32M Buy
767,921
+14,582
+2% +$582K 6.57% 5
2026
Q1 		$27.7M Buy
753,339
+34,919
+5% +$1.34M 6.34% 5
2025
Q4 		$27.3M Buy
718,420
+11,743
+2% +$445K 6.4% 5
2025
Q3 		$26.8M Buy
706,677
+22,808
+3% +$836K 4.11% 4
2025
Q2 		$24.9M Buy
683,869
+49,742
+8% +$1.66M 6.56% 4
2025
Q1 		$21M Buy
634,127
+145,102
+30% +$4.99M 6.28% 4
2024
Q4 		$16.5M Buy
489,025
+166,913
+52% +$5.78M 6.47% 4
2024
Q3 		$11M Buy
+322,112
New +$10.5M 6.22% 4

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

von Borstel & Associates's DUHP Position: Q2 2026 in Review

von Borstel & Associates increased its Dimensional US High Profitability ETF (DUHP) stake by 1.9% in Q2 2026, buying an estimated $582K and bringing the position to 767,921 shares worth $32M. The position accounts for 6.57% of the portfolio, ranked #5.

von Borstel & Associates first reported a position in DUHP in Q3 2024 and has held it in 8 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • von Borstel & Associates held 767,921 shares of Dimensional US High Profitability ETF worth $32M as of Q2 2026.
  • von Borstel & Associates bought 14,582 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $582K.
  • Dimensional US High Profitability ETF made up 6.57% of von Borstel & Associates's portfolio in Q2 2026, its #5 holding.
  • von Borstel & Associates first reported a position in Dimensional US High Profitability ETF in Q3 2024 and has held it in 8 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on von Borstel & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.