Chicago Partners Investment Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Chicago Partners Investment Group’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	$46.2M	Buy	1,118,988 +26,291	+2%	+$1.05M	0.92%	18
2026 Q1	$42.8M	Buy	1,092,697 +27,120	+3%	+$1.04M	0.96%	19
2025 Q4	$41M	Buy	1,065,577 +5,427	+0.5%	+$206K	1.01%	18
2025 Q3	$40.8M	Buy	1,060,150 +21,193	+2%	+$777K	1.07%	18
2025 Q2	$38M	Buy	1,038,957 +33,673	+3%	+$1.12M	1.09%	16
2025 Q1	$33.1M	Buy	1,005,284 +24,482	+2%	+$841K	1.1%	17
2024 Q4	$33.3M	Buy	980,802 +33,852	+4%	+$1.17M	1.11%	20
2024 Q3	$32.6M	Buy	946,950 +209,585	+28%	+$6.86M	1.16%	17
2024 Q2	$23.7M	Buy	737,365 +31,800	+5%	+$989K	0.91%	22
2024 Q1	$21.3M	Buy	705,565 +41,928	+6%	+$1.26M	0.91%	22
2023 Q4	$19.4M	Buy	663,637 +49,976	+8%	+$1.34M	0.9%	22
2023 Q3	$15.6M	Buy	613,661 +96,438	+19%	+$2.58M	0.84%	24
2023 Q2	$14M	Buy	517,223 +113,305	+28%	+$2.86M	0.73%	27
2023 Q1	$10.2M	Buy	403,918 +140,075	+53%	+$3.46M	0.59%	35
2022 Q4	$6.74M	Buy	263,843 +108,781	+70%	+$2.58M	0.41%	55
2022 Q3	$3.64M	Buy	155,062 +113,239	+271%	+$2.68M	0.26%	87
2022 Q2	$1.02M	Buy	41,823 +31,347	+299%	+$764K	0.07%	228
2022 Q1	$245K	Buy	+10,476	New	+$268K	0.02%	460

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Chicago Partners Investment Group's DUHP Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Dimensional US High Profitability ETF (DUHP) stake by 2.4% in Q2 2026, buying an estimated $1.05M and bringing the position to 1,118,988 shares worth $46.2M. The position accounts for 0.92% of the portfolio, ranked #18.

Chicago Partners Investment Group first reported a position in DUHP in Q1 2022 and has held it in 18 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Chicago Partners Investment Group held 1,118,988 shares of Dimensional US High Profitability ETF worth $46.2M as of Q2 2026.
Chicago Partners Investment Group bought 26,291 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $1.05M.
Dimensional US High Profitability ETF made up 0.92% of Chicago Partners Investment Group's portfolio in Q2 2026, its #18 holding.
Chicago Partners Investment Group first reported a position in Dimensional US High Profitability ETF in Q1 2022 and has held it in 18 quarters since.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.