Betterment LLC’s U.S. High Relative Profitability Portfolio ETF Class Shares 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 Q2	$10.1M	Buy	242,967 +18,609	+8%	+$742K	0.02%	139
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	$2.22M	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 Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Betterment LLC's DUHP Position: Q2 2026 in Review

Betterment LLC increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 8.3% in Q2 2026, buying an estimated $742K and bringing the position to 242,967 shares worth $10.1M. The position accounts for 0.02% of the portfolio, ranked #139.

Betterment LLC first reported a position in DUHP in Q1 2023 and has held it in 14 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Betterment LLC held 242,967 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $10.1M as of Q2 2026.
Betterment LLC bought 18,609 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2026, an estimated $742K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #139 holding.
Betterment LLC first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2023 and has held it in 14 quarters since.
561 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.