Discipline Wealth Solutions 13F: New $28M Stake in DUHP

Discipline Wealth Solutions has opened a new investment in DFA U.S. High Relative Profitability Portfolio – ETF Class Shares (NYSEArca: DUHP), according to a Form 13F filing with the SEC on October 14, 2026. Institutional holdings reports like this one look backward at the end of a reporting period and might not show what the fund is holding right now.

What Changed in Discipline Wealth Solutions's DFA U.S. High Relative Profitability Portfolio – ETF Class Shares Position

Discipline Wealth Solutions bought a brand-new stake in the exchange-traded fund. The fund picked up 671,854 shares. The total value of the new holding checks in at $28,157,404 based on the filing data.

DFA U.S. High Relative Profitability Portfolio – ETF Class Shares Stock Down 1.0%

The shares recently traded around $42.27 as of October 16, 2026. That puts the price roughly equal to its 50-day moving average of $42.28 and about 5.1% above its 200-day moving average of $40.21. The stock has traded between a 52-week low of $35.69 and a 52-week high of $42.90. The fund carries a price-to-earnings ratio of 27.00.

About DFA U.S. High Relative Profitability Portfolio – ETF Class Shares

DFA U.S. High Relative Profitability Portfolio – ETF Class Shares is designed to purchase a broad and diverse group of readily marketable securities of large U.S. companies that the advisor determines to have high profitability relative to other U.S. large cap companies at the time of purchase. An equity issuer is considered to have high profitability because it has high earnings or profits from operations in relation to its book value or assets.

Bottom Line

Institutional filings offer a window into what major managers were buying and selling during a past quarter. Because these reports are historical, investors should look for newer disclosures to see if the fund has added to or trimmed its position since October 14, 2026. Keep in mind that 13F filings are backward-looking: they show holdings as of the end of the reporting quarter and may not represent the fund's current position.