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Austin Private Wealth’s Dimensional US High Profitability ETF DUHP Stock Holding History

Austin Private Wealth’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
Q4 		$3.31M Buy
87,009
+3,336
+4% +$126K 0.25% 57
2025
Q3 		$3.16M Buy
83,673
+4,648
+6% +$170K 0.24% 61
2025
Q2 		$2.81M Buy
79,025
+19,382
+32% +$647K 0.22% 62
2025
Q1 		$1.98M Buy
59,643
+29,699
+99% +$1.02M 0.18% 66
2024
Q4 		$1.01M Buy
+29,944
New +$1.04M 0.09% 82

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $6.97B AUM 16.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Austin Private Wealth's DUHP Position: Q4 2025 in Review

Austin Private Wealth increased its Dimensional US High Profitability ETF (DUHP) stake by 4% in Q4 2025, buying an estimated $126K and bringing the position to 87,009 shares worth $3.31M. The position accounts for 0.25% of the portfolio, ranked #57.

Austin Private Wealth first reported a position in DUHP in Q4 2024 and has held it in 5 quarters since. 511 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

  • Austin Private Wealth held 87,009 shares of Dimensional US High Profitability ETF worth $3.31M as of Q4 2025.
  • Austin Private Wealth bought 3,336 Dimensional US High Profitability ETF shares in Q4 2025, an estimated $126K.
  • Dimensional US High Profitability ETF made up 0.25% of Austin Private Wealth's portfolio in Q4 2025, its #57 holding.
  • Austin Private Wealth first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 5 quarters since.
  • 511 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2025.

Based on Austin Private Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.