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Coston McIsaac & Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

Coston McIsaac & Partners’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 		$2.93M Buy
70,140
+2,714
+4% +$108K 0.59% 45
2026
Q1 		$2.48M Buy
67,426
+3,482
+5% +$134K 0.56% 48
2025
Q4 		$2.43M Buy
63,944
+12,189
+24% +$462K 0.56% 48
2025
Q3 		$1.95M Buy
51,755
+1,313
+3% +$48.1K 0.47% 50
2025
Q2 		$1.79M Buy
50,442
+4,660
+10% +$156K 0.46% 48
2025
Q1 		$1.52M Buy
45,782
+10,185
+29% +$350K 0.44% 48
2024
Q4 		$1.2M Buy
35,597
+35,000
+5,863% +$1.21M 0.36% 55
2024
Q3 		$20K Buy
597
+375
+169% +$12.3K 0.01% 398
2024
Q2 		$7K Hold
222
– – ﹤0.01% 517
2024
Q1 		$7K Buy
+222
New +$6.66K ﹤0.01% 528

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

Coston McIsaac & Partners's DUHP Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Dimensional US High Profitability ETF (DUHP) stake by 4% in Q2 2026, buying an estimated $108K and bringing the position to 70,140 shares worth $2.93M. The position accounts for 0.59% of the portfolio, ranked #45.

Coston McIsaac & Partners first reported a position in DUHP in Q1 2024 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Coston McIsaac & Partners held 70,140 shares of Dimensional US High Profitability ETF worth $2.93M as of Q2 2026.
  • Coston McIsaac & Partners bought 2,714 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $108K.
  • Dimensional US High Profitability ETF made up 0.59% of Coston McIsaac & Partners's portfolio in Q2 2026, its #45 holding.
  • Coston McIsaac & Partners first reported a position in Dimensional US High Profitability ETF in Q1 2024 and has held it in 10 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.