Betterment LLC
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Betterment LLC’s Dimensional US High Profitability ETF DUHP Stock Holding History

Betterment LLC’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
Q1 		$8.25M Buy
224,358
+12,950
+6% +$497K 0.02% 150
2025
Q4 		$8.04M Buy
211,408
+13,478
+7% +$511K 0.02% 140
2025
Q3 		$7.48M Buy
197,930
+27,978
+16% +$1.03M 0.01% 140
2025
Q2 		$6.04M Buy
169,952
+66,255
+64% +$2.21M 0.01% 146
2025
Q1 		$3.44M Buy
103,697
+38,143
+58% +$1.31M 0.01% 167
2024
Q4 		$2.21M Buy
65,554
+29,634
+83% +$1.03M 0.01% 195
2024
Q3 		$1.22M Buy
35,920
+2,285
+7% +$74.8K ﹤0.01% 215
2024
Q2 		$1.08M Sell
33,635
-8,086
-19% -$251K ﹤0.01% 211
2024
Q1 		$1.32M Buy
41,721
+6,797
+19% +$204K ﹤0.01% 181
2023
Q4 		$999K Buy
34,924
+9,969
+40% +$267K ﹤0.01% 179
2023
Q3 		$641K Buy
24,955
+905
+4% +$24.2K ﹤0.01% 200
2023
Q2 		$638K Sell
24,050
-1,036
-4% -$26.1K ﹤0.01% 182
2023
Q1 		$631K Buy
+25,086
New +$621K ﹤0.01% 184

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Betterment LLC's DUHP Position: Q1 2026 in Review

Betterment LLC increased its Dimensional US High Profitability ETF (DUHP) stake by 6.1% in Q1 2026, buying an estimated $497K and bringing the position to 224,358 shares worth $8.25M. The position accounts for 0.02% of the portfolio, ranked #150.

Betterment LLC first reported a position in DUHP in Q1 2023 and has held it in 13 quarters since. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Betterment LLC held 224,358 shares of Dimensional US High Profitability ETF worth $8.25M as of Q1 2026.
  • Betterment LLC bought 12,950 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $497K.
  • Dimensional US High Profitability ETF made up 0.02% of Betterment LLC's portfolio in Q1 2026, its #150 holding.
  • Betterment LLC first reported a position in Dimensional US High Profitability ETF in Q1 2023 and has held it in 13 quarters since.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Betterment LLC's 13F filing for Q1 2026, filed 14 May 2026.