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

Cherrydale 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
Q2 		$2.38M Buy
57,007
+1,813
+3% +$72.3K 0.62% 19
2026
Q1 		$2.03M Buy
55,194
+141
+0.3% +$5.41K 0.63% 20
2025
Q4 		$2.09M Buy
55,053
+450
+0.8% +$17K 0.64% 21
2025
Q3 		$2.06M Buy
54,603
+2,643
+5% +$96.9K 0.65% 22
2025
Q2 		$1.85M Buy
51,960
+8,821
+20% +$295K 0.64% 21
2025
Q1 		$1.43M Buy
43,139
+1,643
+4% +$56.5K 0.57% 18
2024
Q4 		$1.4M Buy
41,496
+8,774
+27% +$304K 0.54% 20
2024
Q3 		$1.11M Buy
32,722
+21,294
+186% +$697K 0.46% 23
2024
Q2 		$366K Sell
11,428
-1,180
-9% -$36.7K 0.16% 44
2024
Q1 		$399K Sell
12,608
-4,676
-27% -$140K 0.19% 36
2023
Q4 		$495K Buy
17,284
+313
+2% +$8.37K 0.26% 31
2023
Q3 		$436K Buy
+16,971
New +$454K 0.26% 31

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

Cherrydale Wealth Management's DUHP Position: Q2 2026 in Review

Cherrydale Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 3.3% in Q2 2026, buying an estimated $72.3K and bringing the position to 57,007 shares worth $2.38M. The position accounts for 0.62% of the portfolio, ranked #19.

Cherrydale Wealth Management first reported a position in DUHP in Q3 2023 and has held it in 12 quarters since. 556 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Cherrydale Wealth Management held 57,007 shares of Dimensional US High Profitability ETF worth $2.38M as of Q2 2026.
  • Cherrydale Wealth Management bought 1,813 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $72.3K.
  • Dimensional US High Profitability ETF made up 0.62% of Cherrydale Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Cherrydale Wealth Management first reported a position in Dimensional US High Profitability ETF in Q3 2023 and has held it in 12 quarters since.
  • 556 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.