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

Axxcess 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 		$8.15M Buy
+195,348
New +$7.79M 0.13% 153
2026
Q1 		– Sell
-136,772
Closed -$5.2M – 557
2025
Q4 		$5.2M Buy
136,772
+52,643
+63% +$1.99M 0.09% 204
2025
Q3 		$3.18M Hold
84,129
– – 0.07% 226
2025
Q2 		$2.99M Hold
84,129
– – 0.07% 223
2025
Q1 		$2.79M Buy
+84,129
New +$2.89M 0.07% 207

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Axxcess Wealth Management opened a new position in Dimensional US High Profitability ETF (DUHP) in Q2 2026: 195,348 shares worth $8.15M. The stake represents 0.13% of the portfolio and ranks #153 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in DUHP as recently as Q4 2025.

Axxcess Wealth Management first reported a position in DUHP in Q1 2025 and has held it in 5 quarters since. 300 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Axxcess Wealth Management held 195,348 shares of Dimensional US High Profitability ETF worth $8.15M as of Q2 2026.
  • Dimensional US High Profitability ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Dimensional US High Profitability ETF made up 0.13% of Axxcess Wealth Management's portfolio in Q2 2026, its #153 holding.
  • Axxcess Wealth Management first reported a position in Dimensional US High Profitability ETF in Q1 2025 and has held it in 5 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

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