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Burton Enright Welch’s Dimensional US High Profitability ETF DUHP Stock Holding History

Burton Enright Welch’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 		$49.9M Buy
1,194,965
+81,552
+7% +$3.25M 5.86% 5
2026
Q1 		$40.9M Buy
1,113,413
+34,064
+3% +$1.31M 5.56% 5
2025
Q4 		$41M Buy
1,079,349
+42,917
+4% +$1.63M 5.78% 5
2025
Q3 		$39.1M Buy
1,036,432
+44,798
+5% +$1.64M 5.91% 5
2025
Q2 		$35.3M Buy
991,634
+20,931
+2% +$699K 6.11% 4
2025
Q1 		$32.2M Buy
970,703
+33,091
+4% +$1.14M 6.54% 4
2024
Q4 		$31.7M Buy
937,612
+2,397
+0.3% +$82.9K 6.65% 4
2024
Q3 		$31.9M Sell
935,215
-10,809
-1% -$354K 6.83% 4
2024
Q2 		$30.3M Buy
946,024
+8,663
+0.9% +$269K 6.98% 4
2024
Q1 		$29.6M Sell
937,361
-1,127
-0.1% -$33.8K 7.13% 4
2023
Q4 		$26.9M Sell
938,488
-44,540
-5% -$1.19M 7.17% 4
2023
Q3 		$25.3M Buy
983,028
+47,199
+5% +$1.26M 7.79% 4
2023
Q2 		$24.8M Buy
+935,829
New +$23.6M 7.75% 4

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

Burton Enright Welch's DUHP Position: Q2 2026 in Review

Burton Enright Welch increased its Dimensional US High Profitability ETF (DUHP) stake by 7.3% in Q2 2026, buying an estimated $3.25M and bringing the position to 1,194,965 shares worth $49.9M. The position accounts for 5.86% of the portfolio, ranked #5.

Burton Enright Welch first reported a position in DUHP in Q2 2023 and has held it in 13 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Burton Enright Welch held 1,194,965 shares of Dimensional US High Profitability ETF worth $49.9M as of Q2 2026.
  • Burton Enright Welch bought 81,552 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $3.25M.
  • Dimensional US High Profitability ETF made up 5.86% of Burton Enright Welch's portfolio in Q2 2026, its #5 holding.
  • Burton Enright Welch first reported a position in Dimensional US High Profitability ETF in Q2 2023 and has held it in 13 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.