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CVA Family Office’s Dimensional US High Profitability ETF DUHP Stock Holding History

CVA Family Office’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 		$28.6M Buy
686,275
+52,290
+8% +$2.09M 2.59% 7
2026
Q1 		$23.3M Buy
633,985
+112,498
+22% +$4.31M 2.45% 8
2025
Q4 		$19.8M Buy
521,487
+287,577
+123% +$10.9M 2.28% 9
2025
Q3 		$8.83M Buy
233,910
+53,644
+30% +$1.97M 1.14% 22
2025
Q2 		$6.41M Buy
180,266
+5,114
+3% +$171K 0.9% 26
2025
Q1 		$5.8M Buy
175,152
+72,577
+71% +$2.49M 0.89% 27
2024
Q4 		$3.47M Buy
102,575
+33,771
+49% +$1.17M 0.55% 41
2024
Q3 		$2.34M Buy
68,804
+6,286
+10% +$206K 0.38% 51
2024
Q2 		$2M Buy
62,518
+10,724
+21% +$333K 0.36% 51
2024
Q1 		$1.64M Buy
51,794
+18,123
+54% +$543K 0.29% 62
2023
Q4 		$963K Buy
+33,671
New +$901K 0.19% 87
2023
Q3 		– Sell
-25
Closed -$664 – 428
2023
Q2 		$664 Buy
+25
New +$631 ﹤0.01% 968

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

CVA Family Office's DUHP Position: Q2 2026 in Review

CVA Family Office increased its Dimensional US High Profitability ETF (DUHP) stake by 8.2% in Q2 2026, buying an estimated $2.09M and bringing the position to 686,275 shares worth $28.6M. The position accounts for 2.59% of the portfolio, ranked #7.

CVA Family Office first reported a position in DUHP in Q2 2023 and has held it in 12 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • CVA Family Office held 686,275 shares of Dimensional US High Profitability ETF worth $28.6M as of Q2 2026.
  • CVA Family Office bought 52,290 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $2.09M.
  • Dimensional US High Profitability ETF made up 2.59% of CVA Family Office's portfolio in Q2 2026, its #7 holding.
  • CVA Family Office first reported a position in Dimensional US High Profitability ETF in Q2 2023 and has held it in 12 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.