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

Andrews Lucia 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 		$2.03M Buy
48,716
+4,552
+10% +$182K 1.06% 14
2026
Q1 		$1.62M Buy
44,164
+2,347
+6% +$90K 0.97% 14
2025
Q4 		$1.59M Buy
41,817
+558
+1% +$21.1K 0.95% 13
2025
Q3 		$1.56M Buy
41,259
+30
+0.1% +$1.1K 0.94% 14
2025
Q2 		$1.47M Buy
41,229
+1,086
+3% +$36.3K 0.95% 14
2025
Q1 		$1.36M Sell
40,143
-982
-2% -$33.7K 0.91% 14
2024
Q4 		$1.4M Sell
41,125
-1,365
-3% -$47.2K 0.94% 14
2024
Q3 		$1.36M Sell
42,490
-490
-1% -$16K 0.96% 13
2024
Q2 		$1.36M Hold
42,980
– – 0.95% 14
2024
Q1 		$1.36M Buy
42,980
+4,725
+12% +$142K 0.97% 13
2023
Q4 		$1.09M Sell
38,255
-2,590
-6% -$69.3K 0.84% 14
2023
Q3 		$1.05M Sell
40,845
-1,508
-4% -$40.3K 0.9% 14
2023
Q2 		$1.12M Hold
42,353
– – 0.93% 14
2023
Q1 		$1.06M Hold
42,353
– – 0.94% 14
2022
Q4 		$1.02M Sell
42,353
-2,600
-6% -$61.6K 0.95% 14
2022
Q3 		$959K Buy
+44,953
New +$1.06M 1.01% 13

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Andrews Lucia Wealth Management's DUHP Position: Q2 2026 in Review

Andrews Lucia Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 10% in Q2 2026, buying an estimated $182K and bringing the position to 48,716 shares worth $2.03M. The position accounts for 1.06% of the portfolio, ranked #14.

Andrews Lucia Wealth Management first reported a position in DUHP in Q3 2022 and has held it in 16 quarters since. 242 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Andrews Lucia Wealth Management held 48,716 shares of Dimensional US High Profitability ETF worth $2.03M as of Q2 2026.
  • Andrews Lucia Wealth Management bought 4,552 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $182K.
  • Dimensional US High Profitability ETF made up 1.06% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Andrews Lucia Wealth Management first reported a position in Dimensional US High Profitability ETF in Q3 2022 and has held it in 16 quarters since.
  • 242 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.