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

AE 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
2026
Q2 		$32.5M Buy
779,090
+34,241
+5% +$1.37M 0.15% 137
2026
Q1 		$27.4M Buy
744,849
+39,753
+6% +$1.52M 0.15% 156
2025
Q4 		$26.8M Sell
705,096
-32,031
-4% -$1.21M 0.15% 149
2025
Q3 		$27.8M Sell
737,127
-19,481
-3% -$714K 0.18% 127
2025
Q2 		$26.9M Buy
756,608
+96,619
+15% +$3.23M 0.2% 114
2025
Q1 		$21.9M Buy
659,989
+55,548
+9% +$1.91M 0.18% 126
2024
Q4 		$20.4M Buy
604,441
+55,929
+10% +$1.94M 0.17% 134
2024
Q3 		$18.7M Buy
548,512
+44,566
+9% +$1.46M 0.17% 141
2024
Q2 		$16.1M Buy
503,946
+27,804
+6% +$864K 0.16% 149
2024
Q1 		$15.1M Sell
476,142
-728,567
-60% -$21.8M 0.17% 165
2023
Q4 		$35.4M Buy
1,204,709
+125,129
+12% +$3.35M 0.18% 120
2023
Q3 		$27.7M Buy
1,079,580
+86,963
+9% +$2.32M 0.17% 135
2023
Q2 		$26.3M Buy
992,617
+93,208
+10% +$2.35M 0.16% 143
2023
Q1 		$22.6M Buy
899,409
+724,034
+413% +$17.9M 0.15% 163
2022
Q4 		$4.21M Buy
175,375
+39,873
+29% +$945K 0.03% 520
2022
Q3 		$2.89M Buy
135,502
+25,810
+24% +$611K 0.02% 583
2022
Q2 		$2.47M Buy
+109,692
New +$2.67M 0.02% 602

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

AE Wealth Management's DUHP Position: Q2 2026 in Review

AE Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 4.6% in Q2 2026, buying an estimated $1.37M and bringing the position to 779,090 shares worth $32.5M. The position accounts for 0.15% of the portfolio, ranked #137.

AE Wealth Management first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. The position peaked at $35.4M in Q4 2023. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • AE Wealth Management held 779,090 shares of Dimensional US High Profitability ETF worth $32.5M as of Q2 2026.
  • AE Wealth Management bought 34,241 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $1.37M.
  • Dimensional US High Profitability ETF made up 0.15% of AE Wealth Management's portfolio in Q2 2026, its #137 holding.
  • AE Wealth Management first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 17 quarters since.
  • AE Wealth Management's Dimensional US High Profitability ETF position peaked at $35.4M in Q4 2023.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.