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Atria Wealth Solutions’s Dimensional US High Profitability ETF DUHP Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.07M Buy
29,596
+2,075
+8% +$69.3K 0.02% 610
2025
Q1 		$912K Buy
27,521
+335
+1% +$11.5K 0.01% 926
2024
Q4 		$919K Buy
27,186
+336
+1% +$11.6K 0.01% 955
2024
Q3 		$915K Buy
26,850
+500
+2% +$16.4K 0.01% 944
2024
Q2 		$843K Buy
26,350
+700
+3% +$21.8K 0.01% 968
2024
Q1 		$811K Buy
25,650
+1,750
+7% +$52.5K 0.01% 1008
2023
Q4 		$684K Buy
23,900
+2,700
+13% +$72.2K 0.01% 1050
2023
Q3 		$545K Buy
21,200
+400
+2% +$10.7K 0.01% 1093
2023
Q2 		$552K Sell
20,800
-450
-2% -$11.4K 0.01% 1105
2023
Q1 		$534K Buy
+21,250
New +$526K 0.01% 1096

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Atria Wealth Solutions's DUHP Position: Q2 2025 in Review

Atria Wealth Solutions increased its Dimensional US High Profitability ETF (DUHP) stake by 7.5% in Q2 2025, buying an estimated $69.3K and bringing the position to 29,596 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #610.

Atria Wealth Solutions first reported a position in DUHP in Q1 2023 and has held it in 10 quarters since. 434 funds tracked by Wall St. Rank hold DUHP as of Q2 2025.

  • Atria Wealth Solutions held 29,596 shares of Dimensional US High Profitability ETF worth $1.07M as of Q2 2025.
  • Atria Wealth Solutions bought 2,075 Dimensional US High Profitability ETF shares in Q2 2025, an estimated $69.3K.
  • Dimensional US High Profitability ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #610 holding.
  • Atria Wealth Solutions first reported a position in Dimensional US High Profitability ETF in Q1 2023 and has held it in 10 quarters since.
  • 434 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.