ZF
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Zhang Financial’s Dimensional US High Profitability ETF DUHP Stock Holding History

Zhang Financial’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 		$375K Buy
8,978
+10
+0.1% +$399 0.01% 300
2026
Q1 		$330K Sell
8,968
-5,753
-39% -$221K 0.01% 295
2025
Q4 		$560K Buy
14,721
+5,773
+65% +$219K 0.02% 213
2025
Q3 		$338K Buy
8,948
+11
+0.1% +$403 0.01% 250
2025
Q2 		$318K Buy
+8,937
New +$298K 0.01% 237

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

Zhang Financial's DUHP Position: Q2 2026 in Review

Zhang Financial increased its Dimensional US High Profitability ETF (DUHP) stake by 0.11% in Q2 2026, buying an estimated $399 and bringing the position to 8,978 shares worth $375K. The position accounts for 0.01% of the portfolio, ranked #300.

Zhang Financial first reported a position in DUHP in Q2 2025 and has held it in 5 quarters since. The position peaked at $560K in Q4 2025. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Zhang Financial held 8,978 shares of Dimensional US High Profitability ETF worth $375K as of Q2 2026.
  • Zhang Financial bought 10 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $399.
  • Dimensional US High Profitability ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #300 holding.
  • Zhang Financial first reported a position in Dimensional US High Profitability ETF in Q2 2025 and has held it in 5 quarters since.
  • Zhang Financial's Dimensional US High Profitability ETF position peaked at $560K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.