Creative Planning
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Creative Planning’s Dimensional US High Profitability ETF DUHP Stock Holding History

Creative Planning’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 		$4.55M Buy
123,716
+46,567
+60% +$1.79M ﹤0.01% 1282
2025
Q4 		$2.93M Sell
77,149
-2,711
-3% -$103K ﹤0.01% 1396
2025
Q3 		$3.02M Buy
79,860
+7,783
+11% +$285K ﹤0.01% 1221
2025
Q2 		$2.56M Sell
72,077
-17,284
-19% -$577K ﹤0.01% 1138
2025
Q1 		$2.96M Buy
89,361
+3,963
+5% +$136K ﹤0.01% 940
2024
Q4 		$2.89M Buy
85,398
+29,453
+53% +$1.02M ﹤0.01% 924
2024
Q3 		$1.91M Sell
55,945
-7,900
-12% -$259K ﹤0.01% 1084
2024
Q2 		$2.04M Buy
63,845
+14,568
+30% +$453K ﹤0.01% 976
2024
Q1 		$1.56M Sell
49,277
-478
-1% -$14.3K ﹤0.01% 1081
2023
Q4 		$1.42M Sell
49,755
-1,635
-3% -$43.7K ﹤0.01% 1060
2023
Q3 		$1.32M Buy
51,390
+685
+1% +$18.3K ﹤0.01% 1035
2023
Q2 		$1.35M Sell
50,705
-6,014
-11% -$152K ﹤0.01% 986
2023
Q1 		$1.43M Buy
56,719
+7,934
+16% +$196K ﹤0.01% 913
2022
Q4 		$1.17M Buy
48,785
+35,520
+268% +$842K ﹤0.01% 962
2022
Q3 		$283K Buy
+13,265
New +$314K ﹤0.01% 1684

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

Creative Planning's DUHP Position: Q1 2026 in Review

Creative Planning increased its Dimensional US High Profitability ETF (DUHP) stake by 60% in Q1 2026, buying an estimated $1.79M and bringing the position to 123,716 shares worth $4.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Creative Planning first reported a position in DUHP in Q3 2022 and has held it in 15 quarters since. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Creative Planning held 123,716 shares of Dimensional US High Profitability ETF worth $4.55M as of Q1 2026.
  • Creative Planning bought 46,567 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $1.79M.
  • Dimensional US High Profitability ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1282 holding.
  • Creative Planning first reported a position in Dimensional US High Profitability ETF in Q3 2022 and has held it in 15 quarters since.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.