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AlTi Global’s Dimensional US High Profitability ETF DUHP Stock Holding History

AlTi Global’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 		$4.93M Sell
118,100
-58,200
-33% -$2.32M 0.1% 107
2026
Q1 		$6.51M Sell
176,300
-861,100
-83% -$33M 0.14% 81
2025
Q4 		$39.5M Sell
1,037,400
-61,001
-6% -$2.31M 0.85% 20
2025
Q3 		$41.5M Sell
1,098,401
-495,650
-31% -$18.2M 0.97% 20
2025
Q2 		$57.2M Buy
1,594,051
+440,751
+38% +$14.7M 1.43% 14
2025
Q1 		$38.2M Sell
1,153,300
-94,800
-8% -$3.26M 1% 17
2024
Q4 		$42.6M Buy
1,248,100
+547,350
+78% +$18.9M 1.03% 17
2024
Q3 		$23.9M Sell
700,750
-2,800
-0.4% -$91.7K 0.57% 25
2024
Q2 		$22.5M Buy
703,550
+81,200
+13% +$2.52M 0.6% 23
2024
Q1 		$19.7M Buy
622,350
+147,200
+31% +$4.41M 0.55% 24
2023
Q4 		$13.6M Buy
+475,150
New +$12.7M 0.42% 29

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

AlTi Global's DUHP Position: Q2 2026 in Review

AlTi Global reduced its Dimensional US High Profitability ETF (DUHP) stake by 33% in Q2 2026, selling an estimated $2.32M and leaving 118,100 shares worth $4.93M. The position accounts for 0.1% of the portfolio, ranked #107.

AlTi Global first reported a position in DUHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $57.2M in Q2 2025. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • AlTi Global held 118,100 shares of Dimensional US High Profitability ETF worth $4.93M as of Q2 2026.
  • AlTi Global sold 58,200 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $2.32M.
  • Dimensional US High Profitability ETF made up 0.1% of AlTi Global's portfolio in Q2 2026, its #107 holding.
  • AlTi Global first reported a position in Dimensional US High Profitability ETF in Q4 2023 and has held it in 11 quarters since.
  • AlTi Global's Dimensional US High Profitability ETF position peaked at $57.2M in Q2 2025.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.