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Able Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Able Wealth Management’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
2025
Q3 		– Sell
-6,054
Closed -$215K – 107
2025
Q2 		$215K Buy
+6,054
New +$202K 0.11% 102
2024
Q1 		– Sell
-440
Closed -$12.6K – 209
2023
Q4 		$12.6K Buy
+440
New +$11.8K 0.01% 252

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Able Wealth Management's DUHP Position: Q3 2025 in Review

Able Wealth Management sold out of Dimensional US High Profitability ETF (DUHP) in Q3 2025, closing a stake of 6,054 shares — an estimated $215K sold.

Able Wealth Management first reported a position in DUHP in Q4 2023 and held it in 2 quarters. The position peaked at $215K in Q2 2025. 450 funds tracked by Wall St. Rank hold DUHP as of Q3 2025.

  • Able Wealth Management reported no remaining Dimensional US High Profitability ETF position as of Q3 2025 after selling out during the quarter.
  • Able Wealth Management sold 6,054 Dimensional US High Profitability ETF shares in Q3 2025, an estimated $215K.
  • Able Wealth Management first reported a position in Dimensional US High Profitability ETF in Q4 2023 and held it in 2 quarters.
  • Able Wealth Management's Dimensional US High Profitability ETF position peaked at $215K in Q2 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2025.

Based on Able Wealth Management's 13F filing for Q3 2025, filed 14 Oct 2025.