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

Ballentine 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	$237K	Buy	+5,673	New	+$226K	﹤0.01%	926

Other funds holding DUHP

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

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Ballentine Partners's DUHP Position: Q2 2026 in Review

Ballentine Partners opened a new position in Dimensional US High Profitability ETF (DUHP) in Q2 2026: 5,673 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #926 among its holdings.

149 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Ballentine Partners held 5,673 shares of Dimensional US High Profitability ETF worth $237K as of Q2 2026.
Dimensional US High Profitability ETF was a new Ballentine Partners position in Q2 2026.
Dimensional US High Profitability ETF made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #926 holding.
149 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.