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

Balance 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
2026
Q2 		– Sell
-45,620
Closed -$1.68M – 166
2026
Q1 		$1.68M Sell
45,620
-704
-2% -$27K 0.52% 42
2025
Q4 		$1.76M Buy
46,324
+434
+0.9% +$16.4K 0.57% 39
2025
Q3 		$1.73M Sell
45,890
-1,903
-4% -$69.8K 0.43% 37
2025
Q2 		$1.7M Buy
47,793
+28,011
+142% +$935K 1% 26
2025
Q1 		$656K Buy
+19,782
New +$680K 0.43% 55

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

Balance Wealth's DUHP Position: Q2 2026 in Review

Balance Wealth sold out of Dimensional US High Profitability ETF (DUHP) in Q2 2026, closing a stake of 45,620 shares — an estimated $1.68M sold.

Balance Wealth first reported a position in DUHP in Q1 2025 and held it in 5 quarters. The position peaked at $1.76M in Q4 2025. 559 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Balance Wealth reported no remaining Dimensional US High Profitability ETF position as of Q2 2026 after selling out during the quarter.
  • Balance Wealth sold 45,620 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $1.68M.
  • Balance Wealth first reported a position in Dimensional US High Profitability ETF in Q1 2025 and held it in 5 quarters.
  • Balance Wealth's Dimensional US High Profitability ETF position peaked at $1.76M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Balance Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.