Aspiriant LLC’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Aspiriant LLC’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 Q3	$994K	Buy	23,712 +6,413	+37%	+$269K	0.02%	173
2026 Q2	$722K	Hold	17,299	–	–	0.02%	207
2026 Q1	$636K	Hold	17,299	–	–	0.02%	191
2025 Q4	$658K	Hold	17,299	–	–	0.02%	193
2025 Q3	$653K	Hold	17,299	–	–	0.02%	182
2025 Q2	$615K	Sell	17,299 -807	-4%	-$26.9K	0.02%	183
2025 Q1	$600K	Buy	18,106 +807	+5%	+$27.7K	0.02%	174
2024 Q4	$585K	Hold	17,299	–	–	0.02%	176
2024 Q3	$589K	Hold	17,299	–	–	0.02%	179
2024 Q2	$553K	Hold	17,299	–	–	0.02%	187
2024 Q1	$547K	Hold	17,299	–	–	0.02%	188
2023 Q4	$495K	Hold	17,299	–	–	0.02%	190
2023 Q3	$444K	Hold	17,299	–	–	0.02%	190
2023 Q2	$459K	Hold	17,299	–	–	0.02%	187
2023 Q1	$435K	Buy	+17,299	New	+$428K	0.02%	191

Other funds holding DUHP

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

Aspiriant LLC's DUHP Position: Q3 2026 in Review

Aspiriant LLC increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 37% in Q3 2026, buying an estimated $269K and bringing the position to 23,712 shares worth $994K. The position accounts for 0.02% of the portfolio, ranked #173.

Aspiriant LLC first reported a position in DUHP in Q1 2023 and has held it in 15 quarters since. 336 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Aspiriant LLC held 23,712 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $994K as of Q3 2026.
Aspiriant LLC bought 6,413 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $269K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.02% of Aspiriant LLC's portfolio in Q3 2026, its #173 holding.
Aspiriant LLC first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2023 and has held it in 15 quarters since.
336 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.