XPN
DUHP icon

XY Planning Network’s Dimensional US High Profitability ETF DUHP Stock Holding History

XY Planning Network’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 		$3.34M Sell
79,964
-1,313
-2% -$52.4K 0.42% 54
2026
Q1 		$3.01M Buy
81,277
+4,265
+6% +$164K 0.48% 50
2025
Q4 		$2.93M Buy
77,012
+68,071
+761% +$2.58M 0.51% 47
2025
Q3 		$318K Hold
8,941
– – 0.11% 141
2025
Q2 		$318K Buy
+8,941
New +$299K 0.11% 141

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

XY Planning Network's DUHP Position: Q2 2026 in Review

XY Planning Network reduced its Dimensional US High Profitability ETF (DUHP) stake by 1.6% in Q2 2026, selling an estimated $52.4K and leaving 79,964 shares worth $3.34M. The position accounts for 0.42% of the portfolio, ranked #54.

XY Planning Network first reported a position in DUHP in Q2 2025 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • XY Planning Network held 79,964 shares of Dimensional US High Profitability ETF worth $3.34M as of Q2 2026.
  • XY Planning Network sold 1,313 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $52.4K.
  • Dimensional US High Profitability ETF made up 0.42% of XY Planning Network's portfolio in Q2 2026, its #54 holding.
  • XY Planning Network first reported a position in Dimensional US High Profitability ETF in Q2 2025 and has held it in 5 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.