AAS
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Avantax Advisory Services’s Dimensional US High Profitability ETF DUHP Stock Holding History

Avantax Advisory Services’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 		$563K Buy
15,833
+2
+0% +$67 ﹤0.01% 1514
2025
Q1 		$525K Buy
+15,831
New +$544K ﹤0.01% 1474
2024
Q3 		– Sell
-10,594
Closed -$339K – 2143
2024
Q2 		$339K Buy
+10,594
New +$329K ﹤0.01% 1611

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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 $69.9B AUM 22.19% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Avantax Advisory Services's DUHP Position: Q2 2025 in Review

Avantax Advisory Services increased its Dimensional US High Profitability ETF (DUHP) stake by 0.01% in Q2 2025, buying an estimated $67 and bringing the position to 15,833 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #1514.

Avantax Advisory Services first reported a position in DUHP in Q2 2024 and has held it in 3 quarters since. 432 funds tracked by Wall St. Rank hold DUHP as of Q2 2025.

  • Avantax Advisory Services held 15,833 shares of Dimensional US High Profitability ETF worth $563K as of Q2 2025.
  • Avantax Advisory Services bought 2 Dimensional US High Profitability ETF shares in Q2 2025, an estimated $67.
  • Dimensional US High Profitability ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1514 holding.
  • Avantax Advisory Services first reported a position in Dimensional US High Profitability ETF in Q2 2024 and has held it in 3 quarters since.
  • 432 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.