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Blue Trust Inc’s Dimensional US High Profitability ETF DUHP Stock Holding History

Blue Trust Inc’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
-115,577
Closed -$4.25M – 2510
2026
Q1 		$4.25M Buy
115,577
+3,776
+3% +$145K 0.05% 114
2025
Q4 		$4.25M Sell
111,801
-613
-0.5% -$23.2K 0.05% 113
2025
Q3 		$4.25M Buy
112,414
+3,357
+3% +$123K 0.05% 111
2025
Q2 		$3.88M Buy
109,057
+3,654
+3% +$122K 0.05% 116
2025
Q1 		$3.49M Buy
105,403
+6,439
+7% +$221K 0.04% 113
2024
Q4 		$3.34M Buy
98,964
+52,814
+114% +$1.83M 0.04% 110
2024
Q3 		$1.48M Sell
46,150
-16,930
-27% -$554K 0.02% 201
2024
Q2 		$1.99M Hold
63,080
– – 0.03% 135
2024
Q1 		$1.99M Buy
63,080
+16,938
+37% +$508K 0.03% 115
2023
Q4 		$1.19M Buy
46,142
+13,325
+41% +$356K 0.02% 153
2023
Q3 		$871K Buy
32,817
+3,237
+11% +$86.5K 0.01% 182
2023
Q2 		$744K Buy
+29,580
New +$746K 0.01% 190

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

Blue Trust Inc's DUHP Position: Q2 2026 in Review

Blue Trust Inc sold out of Dimensional US High Profitability ETF (DUHP) in Q2 2026, closing a stake of 115,577 shares — an estimated $4.25M sold.

Blue Trust Inc first reported a position in DUHP in Q2 2023 and held it in 12 quarters. The position peaked at $4.25M in Q4 2025. 559 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Blue Trust Inc reported no remaining Dimensional US High Profitability ETF position as of Q2 2026 after selling out during the quarter.
  • Blue Trust Inc sold 115,577 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $4.25M.
  • Blue Trust Inc first reported a position in Dimensional US High Profitability ETF in Q2 2023 and held it in 12 quarters.
  • Blue Trust Inc's Dimensional US High Profitability ETF position peaked at $4.25M in Q4 2025.
  • 559 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.