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Cascade Wealth Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Cascade Wealth Advisors’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 		$808K Buy
18,993
+1
+0% +$40 0.32% 39
2026
Q1 		$755K Hold
18,992
– – 0.33% 37
2025
Q4 		$735K Sell
18,992
-84
-0.4% -$3.18K 0.34% 34
2025
Q3 		$723K Sell
19,076
-10,874
-36% -$399K 0.36% 33
2025
Q2 		$1.09M Buy
+29,950
New +$1,000K 0.62% 27

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

Cascade Wealth Advisors's DUHP Position: Q2 2026 in Review

Cascade Wealth Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 0.01% in Q2 2026, buying an estimated $40 and bringing the position to 18,993 shares worth $808K. The position accounts for 0.32% of the portfolio, ranked #39.

Cascade Wealth Advisors first reported a position in DUHP in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q2 2025. 559 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Cascade Wealth Advisors held 18,993 shares of Dimensional US High Profitability ETF worth $808K as of Q2 2026.
  • Cascade Wealth Advisors bought 1 Dimensional US High Profitability ETF share in Q2 2026, an estimated $40.
  • Dimensional US High Profitability ETF made up 0.32% of Cascade Wealth Advisors's portfolio in Q2 2026, its #39 holding.
  • Cascade Wealth Advisors first reported a position in Dimensional US High Profitability ETF in Q2 2025 and has held it in 5 quarters since.
  • Cascade Wealth Advisors's Dimensional US High Profitability ETF position peaked at $1.09M in Q2 2025.
  • 559 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Cascade Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.