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Cary Street Partners Investment Advisory’s Dimensional US High Profitability ETF DUHP Stock Holding History

Cary Street Partners Investment Advisory’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 		$89.5K Buy
2,146
+1,263
+143% +$50.4K 0.02% 517
2026
Q1 		$32.5K Buy
883
+428
+94% +$16.4K 0.01% 584
2025
Q4 		$17.3K Buy
455
+424
+1,368% +$16.1K ﹤0.01% 590
2025
Q3 		$1.17K Hold
31
– – ﹤0.01% 599
2025
Q2 		$1.1K Hold
31
– – ﹤0.01% 578
2025
Q1 		$1.03K Buy
+31
New +$1.06K ﹤0.01% 553

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cary Street Partners Investment Advisory's DUHP Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Dimensional US High Profitability ETF (DUHP) stake by 143% in Q2 2026, buying an estimated $50.4K and bringing the position to 2,146 shares worth $89.5K. The position accounts for 0.02% of the portfolio, ranked #517.

Cary Street Partners Investment Advisory first reported a position in DUHP in Q1 2025 and has held it in 6 quarters since. 393 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Cary Street Partners Investment Advisory held 2,146 shares of Dimensional US High Profitability ETF worth $89.5K as of Q2 2026.
  • Cary Street Partners Investment Advisory bought 1,263 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $50.4K.
  • Dimensional US High Profitability ETF made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #517 holding.
  • Cary Street Partners Investment Advisory first reported a position in Dimensional US High Profitability ETF in Q1 2025 and has held it in 6 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.