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Allworth Financial’s Dimensional US High Profitability ETF DUHP Stock Holding History

Allworth Financial’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 		$151M Sell
3,613,141
-853,512
-19% -$34M 0.64% 24
2026
Q1 		$164M Buy
4,466,653
+1,357,274
+44% +$52.1M 0.67% 22
2025
Q4 		$118M Buy
3,109,379
+147,923
+5% +$5.6M 0.48% 33
2025
Q3 		$112M Buy
2,961,456
+1,931,114
+187% +$70.8M 0.49% 31
2025
Q2 		$36.6M Buy
1,030,342
+182,737
+22% +$6.1M 0.18% 76
2025
Q1 		$27.2M Buy
847,605
+85,489
+11% +$2.94M 0.15% 83
2024
Q4 		$26.6M Sell
762,116
-20,275
-3% -$702K 0.15% 84
2024
Q3 		$26.7M Buy
782,391
+142,163
+22% +$4.66M 0.16% 70
2024
Q2 		$20.7M Buy
640,228
+12,438
+2% +$387K 0.13% 88
2024
Q1 		$19.8M Sell
627,790
-3,295
-0.5% -$98.8K 0.14% 69
2023
Q4 		$18.1M Buy
631,085
+18,053
+3% +$483K 0.14% 66
2023
Q3 		$15.7M Buy
613,032
+52,647
+9% +$1.41M 0.13% 67
2023
Q2 		$14.9M Buy
560,385
+82,369
+17% +$2.08M 0.13% 72
2023
Q1 		$12M Buy
478,016
+475,995
+23,552% +$11.8M 0.12% 88
2022
Q4 		$48.5K Buy
2,021
+1,080
+115% +$25.6K ﹤0.01% 1017
2022
Q3 		$20K Sell
941
-391
-29% -$9.25K ﹤0.01% 1288
2022
Q2 		$30K Buy
+1,332
New +$32.5K ﹤0.01% 1084

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Allworth Financial's DUHP Position: Q2 2026 in Review

Allworth Financial reduced its Dimensional US High Profitability ETF (DUHP) stake by 19% in Q2 2026, selling an estimated $34M and leaving 3,613,141 shares worth $151M. The position accounts for 0.64% of the portfolio, ranked #24.

Allworth Financial first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. The position peaked at $164M in Q1 2026. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Allworth Financial held 3,613,141 shares of Dimensional US High Profitability ETF worth $151M as of Q2 2026.
  • Allworth Financial sold 853,512 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $34M.
  • Dimensional US High Profitability ETF made up 0.64% of Allworth Financial's portfolio in Q2 2026, its #24 holding.
  • Allworth Financial first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 17 quarters since.
  • Allworth Financial's Dimensional US High Profitability ETF position peaked at $164M in Q1 2026.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.