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

Angeles 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 		$479K Hold
11,478
– – 0.02% 281
2026
Q1 		$422K Hold
11,478
– – 0.02% 264
2025
Q4 		$437K Hold
11,478
– – 0.02% 233
2025
Q3 		$434K Hold
11,478
– – 0.03% 199
2025
Q2 		$408K Hold
11,478
– – 0.03% 207
2025
Q1 		$380K Sell
11,478
-9,998
-47% -$344K 0.03% 169
2024
Q4 		$726K Sell
21,476
-6,024
-22% -$208K 0.06% 117
2024
Q3 		$937K Buy
27,500
+4,067
+17% +$133K 0.08% 90
2024
Q2 		$750K Sell
23,433
-4,321
-16% -$134K 0.07% 96
2024
Q1 		$877K Buy
27,754
+16,074
+138% +$482K 0.09% 82
2023
Q4 		$334K Buy
+11,680
New +$312K 0.04% 141

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

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

Angeles Wealth Management held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 11,478 shares worth $479K. The position accounts for 0.02% of the portfolio, ranked #281.

Angeles Wealth Management first reported a position in DUHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $937K in Q3 2024. 559 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Angeles Wealth Management held 11,478 shares of Dimensional US High Profitability ETF worth $479K as of Q2 2026.
  • Angeles Wealth Management left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
  • Dimensional US High Profitability ETF made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #281 holding.
  • Angeles Wealth Management first reported a position in Dimensional US High Profitability ETF in Q4 2023 and has held it in 11 quarters since.
  • Angeles Wealth Management's Dimensional US High Profitability ETF position peaked at $937K in Q3 2024.
  • 559 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.