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

CreativeOne Wealth’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	$2.37M	Sell	56,675 -72,156	-56%	-$2.88M	0.05%	325
2026 Q1	$4.74M	Sell	128,831 -2,494	-2%	-$95.6K	0.11%	176
2025 Q4	$4.99M	Sell	131,325 -2,447	-2%	-$92.7K	0.12%	153
2025 Q3	$5.05M	Buy	133,772 +64,712	+94%	+$2.37M	0.12%	155
2025 Q2	$2.46M	Sell	69,060 -121	-0.2%	-$4.04K	0.06%	289
2025 Q1	$2.29M	Sell	69,181 -328	-0.5%	-$11.3K	0.07%	271
2024 Q4	$2.35M	Buy	69,509 +10,805	+18%	+$374K	0.07%	253
2024 Q3	$2M	Buy	+58,704	New	+$1.92M	0.07%	262
2024 Q2	–	Sell	-15,511	Closed	-$490K	–	803
2024 Q1	$490K	Buy	+15,511	New	+$465K	0.02%	571
2023 Q3	–	Sell	-10,494	Closed	-$279K	–	649
2023 Q2	$279K	Buy	10,494 +450	+4%	+$11.4K	0.01%	667
2023 Q1	$252K	Buy	+10,044	New	+$248K	0.01%	681

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

CreativeOne Wealth's DUHP Position: Q2 2026 in Review

CreativeOne Wealth reduced its Dimensional US High Profitability ETF (DUHP) stake by 56% in Q2 2026, selling an estimated $2.88M and leaving 56,675 shares worth $2.37M. The position accounts for 0.05% of the portfolio, ranked #325.

CreativeOne Wealth first reported a position in DUHP in Q1 2023 and has held it in 11 quarters since. The position peaked at $5.05M in Q3 2025. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

CreativeOne Wealth held 56,675 shares of Dimensional US High Profitability ETF worth $2.37M as of Q2 2026.
CreativeOne Wealth sold 72,156 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $2.88M.
Dimensional US High Profitability ETF made up 0.05% of CreativeOne Wealth's portfolio in Q2 2026, its #325 holding.
CreativeOne Wealth first reported a position in Dimensional US High Profitability ETF in Q1 2023 and has held it in 11 quarters since.
CreativeOne Wealth's Dimensional US High Profitability ETF position peaked at $5.05M in Q3 2025.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.