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Axis Wealth Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

Axis Wealth Partners’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 		$864K Sell
20,704
-3,517
-15% -$140K 0.41% 65
2026
Q1 		$890K Buy
24,221
+1,782
+8% +$68.3K 0.47% 64
2025
Q4 		$853K Buy
22,439
+2,458
+12% +$93.1K 0.47% 62
2025
Q3 		$755K Buy
19,981
+3,860
+24% +$142K 0.44% 61
2025
Q2 		$573K Sell
16,121
-712
-4% -$23.8K 0.38% 74
2025
Q1 		$558K Buy
16,833
+4,787
+40% +$164K 0.41% 70
2024
Q4 		$407K Buy
+12,046
New +$417K 0.34% 88

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Axis Wealth Partners's DUHP Position: Q2 2026 in Review

Axis Wealth Partners reduced its Dimensional US High Profitability ETF (DUHP) stake by 15% in Q2 2026, selling an estimated $140K and leaving 20,704 shares worth $864K. The position accounts for 0.41% of the portfolio, ranked #65.

Axis Wealth Partners first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $890K in Q1 2026. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Axis Wealth Partners held 20,704 shares of Dimensional US High Profitability ETF worth $864K as of Q2 2026.
  • Axis Wealth Partners sold 3,517 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $140K.
  • Dimensional US High Profitability ETF made up 0.41% of Axis Wealth Partners's portfolio in Q2 2026, its #65 holding.
  • Axis Wealth Partners first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 7 quarters since.
  • Axis Wealth Partners's Dimensional US High Profitability ETF position peaked at $890K in Q1 2026.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Axis Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.