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

CogentBlue Wealth 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 Q2	$9.97M	Buy	239,033 +2,705	+1%	+$108K	5.72%	4
2026 Q1	$8.69M	Buy	236,328 +5,545	+2%	+$213K	5.84%	4
2025 Q4	$8.78M	Buy	230,783 +4,690	+2%	+$178K	5.98%	4
2025 Q3	$8.54M	Buy	226,093 +28	+0%	+$1.03K	5.82%	4
2025 Q2	$8.04M	Sell	226,065 -2,249	-1%	-$75.1K	6.16%	3
2025 Q1	$7.57M	Buy	228,314 +3,239	+1%	+$111K	6.64%	3
2024 Q4	$7.61M	Buy	+225,075	New	+$7.79M	6.7%	3

Other funds holding DUHP

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

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

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

CogentBlue Wealth Advisors's DUHP Position: Q2 2026 in Review

CogentBlue Wealth Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 1.1% in Q2 2026, buying an estimated $108K and bringing the position to 239,033 shares worth $9.97M. The position accounts for 5.72% of the portfolio, ranked #4.

CogentBlue Wealth Advisors first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. 137 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

CogentBlue Wealth Advisors held 239,033 shares of Dimensional US High Profitability ETF worth $9.97M as of Q2 2026.
CogentBlue Wealth Advisors bought 2,705 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $108K.
Dimensional US High Profitability ETF made up 5.72% of CogentBlue Wealth Advisors's portfolio in Q2 2026, its #4 holding.
CogentBlue Wealth Advisors first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 7 quarters since.
137 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on CogentBlue Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.