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RAFFA WEALTH MANAGEMENT, LLC’s Dimensional US High Profitability ETF DUHP Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$13.3M Buy
317,648
+32,070
+11% +$1.28M 1.67% 14
2026
Q1 		$10.5M Buy
285,578
+12,280
+4% +$471K 1.64% 14
2025
Q4 		$10.4M Buy
273,298
+3,688
+1% +$140K 1.6% 14
2025
Q3 		$10.2M Sell
269,610
-42,037
-13% -$1.54M 1.83% 11
2025
Q2 		$11.1M Buy
311,647
+12,658
+4% +$423K 2.22% 10
2025
Q1 		$9.91M Buy
298,989
+31,252
+12% +$1.07M 2.25% 10
2024
Q4 		$9.05M Buy
267,737
+77,907
+41% +$2.7M 2.11% 9
2024
Q3 		$6.47M Buy
189,830
+32,348
+21% +$1.06M 1.56% 11
2024
Q2 		$5.04M Buy
157,482
+17,668
+13% +$549K 1.43% 16
2024
Q1 		$4.42M Buy
139,814
+11,450
+9% +$343K 1.32% 16
2023
Q4 		$3.67M Buy
128,364
+3,293
+3% +$88.1K 1.12% 20
2023
Q3 		$3.21M Buy
125,071
+29,181
+30% +$780K 1.09% 21
2023
Q2 		$2.54M Buy
95,890
+51,418
+116% +$1.3M 0.87% 21
2023
Q1 		$1.12M Buy
+44,472
New +$1.1M 0.41% 30

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 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
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DUHP Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC increased its Dimensional US High Profitability ETF (DUHP) stake by 11% in Q2 2026, buying an estimated $1.28M and bringing the position to 317,648 shares worth $13.3M. The position accounts for 1.67% of the portfolio, ranked #14.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DUHP in Q1 2023 and has held it in 14 quarters since. 209 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 317,648 shares of Dimensional US High Profitability ETF worth $13.3M as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC bought 32,070 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $1.28M.
  • Dimensional US High Profitability ETF made up 1.67% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #14 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Dimensional US High Profitability ETF in Q1 2023 and has held it in 14 quarters since.
  • 209 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.