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Colonial Trust’s Dimensional US High Profitability ETF DUHP Stock Holding History

Colonial Trust’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 		$176K Buy
+4,208
New +$168K 0.02% 310
2025
Q3 		– Sell
-806
Closed -$28.7K – 1102
2025
Q2 		$28.7K Hold
806
– – ﹤0.01% 620
2025
Q1 		$26.7K Hold
806
– – ﹤0.01% 640
2024
Q4 		$27.2K Hold
806
– – ﹤0.01% 723
2024
Q3 		$27.5K Buy
+806
New +$26.4K ﹤0.01% 654

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

Colonial Trust's DUHP Position: Q2 2026 in Review

Colonial Trust opened a new position in Dimensional US High Profitability ETF (DUHP) in Q2 2026: 4,208 shares worth $176K. The stake represents 0.02% of the portfolio and ranks #310 among its holdings. This is a return to the name: Colonial Trust previously reported a position in DUHP as recently as Q2 2025.

Colonial Trust first reported a position in DUHP in Q3 2024 and has held it in 5 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Colonial Trust held 4,208 shares of Dimensional US High Profitability ETF worth $176K as of Q2 2026.
  • Dimensional US High Profitability ETF was a new Colonial Trust position in Q2 2026.
  • Dimensional US High Profitability ETF made up 0.02% of Colonial Trust's portfolio in Q2 2026, its #310 holding.
  • Colonial Trust first reported a position in Dimensional US High Profitability ETF in Q3 2024 and has held it in 5 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Colonial Trust's 13F filing for Q2 2026, filed 11 Aug 2026.