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

Cary Street Partners’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 		$582K Sell
13,950
-616
-4% -$24.6K 0.01% 620
2026
Q1 		$535K Sell
14,566
-1,857
-11% -$71.2K 0.01% 575
2025
Q4 		$625K Buy
16,423
+1,614
+11% +$61.1K 0.02% 548
2025
Q3 		$559K Buy
14,809
+401
+3% +$14.7K 0.01% 544
2025
Q2 		$512K Buy
14,408
+5,164
+56% +$172K 0.01% 544
2025
Q1 		$306K Buy
+9,244
New +$318K 0.01% 646

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

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

Cary Street Partners reduced its Dimensional US High Profitability ETF (DUHP) stake by 4.2% in Q2 2026, selling an estimated $24.6K and leaving 13,950 shares worth $582K. The position accounts for 0.01% of the portfolio, ranked #620.

Cary Street Partners first reported a position in DUHP in Q1 2025 and has held it in 6 quarters since. The position peaked at $625K in Q4 2025. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Cary Street Partners held 13,950 shares of Dimensional US High Profitability ETF worth $582K as of Q2 2026.
  • Cary Street Partners sold 616 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $24.6K.
  • Dimensional US High Profitability ETF made up 0.01% of Cary Street Partners's portfolio in Q2 2026, its #620 holding.
  • Cary Street Partners first reported a position in Dimensional US High Profitability ETF in Q1 2025 and has held it in 6 quarters since.
  • Cary Street Partners's Dimensional US High Profitability ETF position peaked at $625K in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

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