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

Aprio 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 		$98.3M Sell
2,354,573
-101,850
-4% -$4.06M 4.85% 1
2026
Q1 		$90.3M Sell
2,456,423
-5,982
-0.2% -$229K 4.93% 1
2025
Q4 		$93.6M Buy
2,462,405
+92,846
+4% +$3.52M 5.37% 1
2025
Q3 		$89.5M Buy
2,369,559
+28,504
+1% +$1.05M 8.9% 1
2025
Q2 		$83.2M Sell
2,341,055
-64,991
-3% -$2.17M 9.39% 1
2025
Q1 		$79.7M Sell
2,406,046
-164,296
-6% -$5.65M 9.99% 1
2024
Q4 		$86.9M Buy
2,570,342
+195,678
+8% +$6.77M 12.67% 1
2024
Q3 		$80.9M Buy
2,374,664
+145,701
+7% +$4.77M 12.94% 1
2024
Q2 		$71.3M Sell
2,228,963
-220,765
-9% -$6.86M 12.99% 1
2024
Q1 		$77.4M Buy
2,449,728
+518,375
+27% +$15.5M 15.18% 1
2023
Q4 		$55.3M Buy
1,931,353
+42,351
+2% +$1.13M 12.34% 1
2023
Q3 		$48.5M Buy
1,889,002
+85,735
+5% +$2.29M 13.33% 1
2023
Q2 		$47.9M Sell
1,803,267
-4,338
-0.2% -$109K 13.13% 1
2023
Q1 		$45.4M Buy
1,807,605
+390,877
+28% +$9.67M 14% 1
2022
Q4 		$34M Buy
1,416,728
+865,333
+157% +$20.5M 11.96% 2
2022
Q3 		$11.8M Buy
551,395
+489,971
+798% +$11.6M 4.73% 8
2022
Q2 		$1.38M Buy
+61,424
New +$1.5M 0.55% 28

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
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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

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

Aprio Wealth Management reduced its Dimensional US High Profitability ETF (DUHP) stake by 4.1% in Q2 2026, selling an estimated $4.06M and leaving 2,354,573 shares worth $98.3M. The position accounts for 4.85% of the portfolio, ranked #1.

Aprio Wealth Management first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. 274 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Aprio Wealth Management held 2,354,573 shares of Dimensional US High Profitability ETF worth $98.3M as of Q2 2026.
  • Aprio Wealth Management sold 101,850 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $4.06M.
  • Dimensional US High Profitability ETF made up 4.85% of Aprio Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Aprio Wealth Management first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 17 quarters since.
  • 274 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.