Elser Financial Planning 13F: New $13M Stake in DUHP
Elser Financial Planning has taken a significant new position in the DFA U.S. High Relative Profitability Portfolio.
Reviewed by automated data checks against the source filing. How we make and check alerts
Elser Financial Planning opened a new position of 307,002 shares in DFA U.S. High Relative Profitability Portfolio – ETF Class Shares ($DUHP), according to a 13F filing with the SEC dated October 16, 2026. It reported 307,002 shares worth $12.87 million at the end of the quarter.
Find the original: Elser Financial Planning 13F filings on SEC EDGAR
Key Points
- Elser Financial Planning acquired 307,002 shares of the DUHP ETF, valued at approximately $12.87 million, in a filing on October 16, 2026.
- The newly established position reflects a growing interest in high profitability U.S. companies, as the ETF focuses on securities with strong earnings relative to their assets.
- As of October 16, 2026, DUHP trades recently around $42.27, which is about equal to its 50-day moving average.
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Not investment advice. EarningsIQ is not a registered investment adviser, and this automated DFA U.S. High Relative Profitability Portfolio – ETF Class Shares alert may contain errors. Disclosures
Elser Financial Planning has opened a new position in the DFA U.S. High Relative Profitability Portfolio – ETF Class Shares (DUHP) as reported in a filing on October 16, 2026. The firm took on 307,002 shares, valued at approximately $12.87 million. This marks a significant investment and indicates a commitment to the ETF's strategy of investing in U.S. companies with high profitability relative to their book value or assets.
What Changed in Elser Financial Planning's DUHP Position
Elser Financial Planning initiated a stake in DUHP by acquiring 307,002 shares during the reported quarter. This represents a new buy for the firm, which did not hold any shares before this transaction. The value of the current position stands at about $12.87 million, highlighting its substantial entry into this ETF.
Other Institutional Activity in DUHP
Other funds have also shown interest in DUHP. Earlier on the same day, PFG Advisors opened a new position, acquiring 111,297 shares valued at approximately $4.66 million. Additionally, DiNuzzo Private Wealth has also taken a new position in DUHP, signaling growing interest among institutional investors in this ETF, which focuses on high relative profitability stocks.
DFA U.S. High Relative Profitability Portfolio – ETF Class Shares Stock Down 1.0%
As of October 16, 2026, DUHP is trading recently around $42.27. This price is about equal to its 50-day moving average, which is $42.28. The stock is currently above its 200-day moving average by about 5.1%. However, it is slightly below its 52-week high of $42.90, indicating potential for upward movement in a strong market.
Recent Earnings
There are no recent earnings data available for DUHP, as the ETF typically tracks and invests based on the performance of underlying securities.
Dividend
There are no dividend details provided for DUHP, indicating that it may not distribute dividends to its investors.
Insider Buying and Selling at DFA U.S. High Relative Profitability Portfolio – ETF Class Shares
There are no reported insider transactions for DUHP at this time, which leaves the focus on institutional interest.
Analysts Set New Price Targets
No recent analyst ratings or price targets have been provided for DUHP, which suggests a potential area for future updates as the ETF continues to attract institutional investments.
About DUHP
The DFA U.S. High Relative Profitability Portfolio aims to invest in a diverse range of U.S. large-cap companies that demonstrate high profitability compared to their peers. This strategy is designed to capture the financial strength of these firms, making it an attractive option for investors like Elser Financial Planning, looking for solid returns in the market.
Bottom Line
Looking ahead, it will be interesting to see if Elser Financial Planning makes further adjustments to its holdings in DUHP. This filing reflects the firm's position as of the end of the reporting period and may not represent its current stance. Updates regarding future filings and any potential new positions will be closely watched. 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.
Source: Elser Financial Planning's 13F filing on $DUHP (Oct 16, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: Elser Financial Planning 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts
