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

Cerity 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 Q1	$12.6M	Buy	343,961 +325,585	+1,772%	+$12.5M	0.02%	599
2025 Q4	$699K	Sell	18,376 -2,293	-11%	-$86.9K	﹤0.01%	1894
2025 Q3	$781K	Buy	20,669 +2,293	+12%	+$84.1K	﹤0.01%	1719
2025 Q2	$653K	Hold	18,376	–	–	﹤0.01%	1729
2025 Q1	$609K	Hold	18,376	–	–	﹤0.01%	1658
2024 Q4	$621K	Hold	18,376	–	–	﹤0.01%	1642
2024 Q3	$626K	Hold	18,376	–	–	﹤0.01%	1649
2024 Q2	$588K	Sell	18,376 -689	-4%	-$21.4K	﹤0.01%	1470
2024 Q1	$603K	Hold	19,065	–	–	﹤0.01%	1512
2023 Q4	$545K	Buy	+19,065	New	+$510K	﹤0.01%	1238
2023 Q3	–	Sell	-19,610	Closed	-$520K	–	1474
2023 Q2	$520K	Buy	+19,610	New	+$495K	﹤0.01%	1162

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Cerity Partners's DUHP Position: Q1 2026 in Review

Cerity Partners increased its Dimensional US High Profitability ETF (DUHP) stake by 1,772% in Q1 2026, buying an estimated $12.5M and bringing the position to 343,961 shares worth $12.6M. The position accounts for 0.02% of the portfolio, ranked #599.

Cerity Partners first reported a position in DUHP in Q2 2023 and has held it in 11 quarters since. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

Cerity Partners held 343,961 shares of Dimensional US High Profitability ETF worth $12.6M as of Q1 2026.
Cerity Partners bought 325,585 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $12.5M.
Dimensional US High Profitability ETF made up 0.02% of Cerity Partners's portfolio in Q1 2026, its #599 holding.
Cerity Partners first reported a position in Dimensional US High Profitability ETF in Q2 2023 and has held it in 11 quarters since.
536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.