CTWM
DUHP icon

Cherry Tree Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Cherry Tree Wealth Management’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 		$4.56M Buy
123,935
+4,357
+4% +$167K 0.96% 31
2025
Q4 		$4.55M Buy
119,578
+16,151
+16% +$612K 0.96% 32
2025
Q3 		$3.91M Buy
103,427
+23,992
+30% +$880K 0.86% 37
2025
Q2 		$2.82M Buy
79,435
+8,899
+13% +$297K 0.66% 39
2025
Q1 		$2.34M Buy
70,536
+24,329
+53% +$836K 0.56% 44
2024
Q4 		$1.56M Buy
46,207
+6,414
+16% +$222K 0.39% 52
2024
Q3 		$1.36M Buy
+39,793
New +$1.3M 0.32% 60

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Cherry Tree Wealth Management's DUHP Position: Q1 2026 in Review

Cherry Tree Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 3.6% in Q1 2026, buying an estimated $167K and bringing the position to 123,935 shares worth $4.56M. The position accounts for 0.96% of the portfolio, ranked #31.

Cherry Tree Wealth Management first reported a position in DUHP in Q3 2024 and has held it in 7 quarters since. 540 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Cherry Tree Wealth Management held 123,935 shares of Dimensional US High Profitability ETF worth $4.56M as of Q1 2026.
  • Cherry Tree Wealth Management bought 4,357 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $167K.
  • Dimensional US High Profitability ETF made up 0.96% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #31 holding.
  • Cherry Tree Wealth Management first reported a position in Dimensional US High Profitability ETF in Q3 2024 and has held it in 7 quarters since.
  • 540 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.