AP
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Adero Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

Adero Partners’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
Q1 		$234M Buy
7,048,482
+141,158
+2% +$4.85M 15.28% 1
2024
Q4 		$233M Buy
6,907,324
+170,221
+3% +$5.89M 15.05% 1
2024
Q3 		$230M Sell
6,737,103
-14,734
-0.2% -$483K 15.23% 1
2024
Q2 		$216M Buy
6,751,837
+60,635
+0.9% +$1.88M 15.75% 1
2024
Q1 		$212M Sell
6,691,202
-13,226
-0.2% -$397K 16.01% 1
2023
Q4 		$192M Buy
6,704,428
+115,168
+2% +$3.08M 16.28% 1
2023
Q3 		$169M Buy
6,589,260
+60,964
+0.9% +$1.63M 16.32% 1
2023
Q2 		$173M Buy
6,528,296
+92,597
+1% +$2.34M 17.09% 1
2023
Q1 		$162M Sell
6,435,699
-267,625
-4% -$6.62M 17.74% 1
2022
Q4 		$161M Buy
6,703,324
+809,099
+14% +$19.2M 19.38% 1
2022
Q3 		$135M Sell
5,894,225
-469,844
-7% -$11.1M 17.03% 1
2022
Q2 		$145M Buy
6,364,069
+1,300,428
+26% +$31.7M 20.52% 1
2022
Q1 		$133M Buy
+5,063,641
New +$130M 19.61% 1

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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 $3.92B AUM 15.21% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Adero Partners's DUHP Position: Q1 2025 in Review

Adero Partners increased its Dimensional US High Profitability ETF (DUHP) stake by 2% in Q1 2025, buying an estimated $4.85M and bringing the position to 7,048,482 shares worth $234M. The position accounts for 15.28% of the portfolio, ranked #1.

Adero Partners first reported a position in DUHP in Q1 2022 and has held it in 13 quarters since. 393 funds tracked by Wall St. Rank hold DUHP as of Q1 2025.

  • Adero Partners held 7,048,482 shares of Dimensional US High Profitability ETF worth $234M as of Q1 2025.
  • Adero Partners bought 141,158 Dimensional US High Profitability ETF shares in Q1 2025, an estimated $4.85M.
  • Dimensional US High Profitability ETF made up 15.28% of Adero Partners's portfolio in Q1 2025, its #1 holding.
  • Adero Partners first reported a position in Dimensional US High Profitability ETF in Q1 2022 and has held it in 13 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.