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

Avondale 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	$303K	Sell	7,263 -6,249	-46%	-$249K	0.12%	56
2026 Q1	$497K	Buy	13,512 +3,593	+36%	+$138K	0.24%	46
2025 Q4	$377K	Sell	9,919 -1	-0%	-$38	0.19%	46
2025 Q3	$375K	Hold	9,920	–	–	0.2%	44
2025 Q2	$353K	Sell	9,920 -28,519	-74%	-$952K	0.2%	47
2025 Q1	$1.27M	Sell	38,439 -1,672	-4%	-$57.4K	0.8%	21
2024 Q4	$1.36M	Sell	40,111 -206,669	-84%	-$7.15M	0.87%	19
2024 Q3	$8.41M	Buy	246,780 +6,064	+3%	+$199K	5.46%	6
2024 Q2	$7.7M	Buy	240,716 +8,559	+4%	+$266K	5.26%	6
2024 Q1	$7.34M	Buy	232,157 +7,130	+3%	+$214K	5.14%	7
2023 Q4	$6.44M	Buy	225,027 +50,262	+29%	+$1.34M	5.19%	7
2023 Q3	$4.49M	Buy	+174,765	New	+$4.67M	3.94%	7

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Avondale Wealth Management reduced its Dimensional US High Profitability ETF (DUHP) stake by 46% in Q2 2026, selling an estimated $249K and leaving 7,263 shares worth $303K. The position accounts for 0.12% of the portfolio, ranked #56.

Avondale Wealth Management first reported a position in DUHP in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.41M in Q3 2024. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Avondale Wealth Management held 7,263 shares of Dimensional US High Profitability ETF worth $303K as of Q2 2026.
Avondale Wealth Management sold 6,249 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $249K.
Dimensional US High Profitability ETF made up 0.12% of Avondale Wealth Management's portfolio in Q2 2026, its #56 holding.
Avondale Wealth Management first reported a position in Dimensional US High Profitability ETF in Q3 2023 and has held it in 12 quarters since.
Avondale Wealth Management's Dimensional US High Profitability ETF position peaked at $8.41M in Q3 2024.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

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