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

Claris 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
Q1 		$12.1M Buy
329,334
+7,131
+2% +$273K 3.62% 9
2025
Q4 		$12.3M Buy
322,203
+19,885
+7% +$753K 3.73% 9
2025
Q3 		$10.8M Hold
302,318
– – 3.74% 9
2025
Q2 		$10.8M Sell
302,318
-8,316
-3% -$278K 3.74% 9
2025
Q1 		$10.3M Sell
310,634
-6,929
-2% -$238K 3.84% 7
2024
Q4 		$10.7M Buy
317,563
+134,529
+73% +$4.65M 4.04% 7
2024
Q3 		$6.24M Buy
183,034
+22,837
+14% +$748K 2.7% 8
2024
Q2 		$5.12M Sell
160,197
-5,917
-4% -$184K 2.64% 8
2024
Q1 		$5.25M Buy
166,114
+13,068
+9% +$392K 2.65% 8
2023
Q4 		$4.38M Buy
153,046
+22,535
+17% +$603K 2.42% 8
2023
Q3 		$3.35M Buy
130,511
+54,029
+71% +$1.44M 2.14% 10
2023
Q2 		$2.03M Buy
76,482
+2,061
+3% +$52K 1.41% 10
2023
Q1 		$1.87M Buy
74,421
+31,040
+72% +$768K 1.39% 10
2022
Q4 		$1.04M Buy
+43,381
New +$1.03M 0.99% 12

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
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
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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 $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Claris Advisors's DUHP Position: Q1 2026 in Review

Claris Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 2.2% in Q1 2026, buying an estimated $273K and bringing the position to 329,334 shares worth $12.1M. The position accounts for 3.62% of the portfolio, ranked #9.

Claris Advisors first reported a position in DUHP in Q4 2022 and has held it in 14 quarters since. The position peaked at $12.3M in Q4 2025. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Claris Advisors held 329,334 shares of Dimensional US High Profitability ETF worth $12.1M as of Q1 2026.
  • Claris Advisors bought 7,131 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $273K.
  • Dimensional US High Profitability ETF made up 3.62% of Claris Advisors's portfolio in Q1 2026, its #9 holding.
  • Claris Advisors first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 14 quarters since.
  • Claris Advisors's Dimensional US High Profitability ETF position peaked at $12.3M in Q4 2025.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Claris Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.