ARA
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Approach Retirement Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Approach Retirement Advisors’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 		$2.67M Sell
64,079
-557
-0.9% -$22.2K 1.94% 12
2026
Q1 		$2.38M Buy
64,636
+887
+1% +$34K 1.98% 12
2025
Q4 		$2.42M Buy
+63,749
New +$2.41M 2.09% 9

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
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
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
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

Approach Retirement Advisors's DUHP Position: Q2 2026 in Review

Approach Retirement Advisors reduced its Dimensional US High Profitability ETF (DUHP) stake by 0.86% in Q2 2026, selling an estimated $22.2K and leaving 64,079 shares worth $2.67M. The position accounts for 1.94% of the portfolio, ranked #12.

Approach Retirement Advisors first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. 325 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Approach Retirement Advisors held 64,079 shares of Dimensional US High Profitability ETF worth $2.67M as of Q2 2026.
  • Approach Retirement Advisors sold 557 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $22.2K.
  • Dimensional US High Profitability ETF made up 1.94% of Approach Retirement Advisors's portfolio in Q2 2026, its #12 holding.
  • Approach Retirement Advisors first reported a position in Dimensional US High Profitability ETF in Q4 2025 and has held it in 3 quarters since.
  • 325 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.