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

Delap Wealth Advisory’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	$344K	Buy	8,237 +43	+0.5%	+$1.72K	0.12%	75
2026 Q1	$301K	Buy	8,194 +634	+8%	+$24.3K	0.11%	77
2025 Q4	$288K	Sell	7,560 -31	-0.4%	-$1.17K	0.11%	83
2025 Q3	$289K	Hold	7,591	–	–	0.12%	72
2025 Q2	$270K	Sell	7,591 -815	-10%	-$27.2K	0.13%	69
2025 Q1	$279K	Buy	+8,406	New	+$289K	0.16%	63
2024 Q3	–	Sell	-8,470	Closed	-$271K	–	76
2024 Q2	$271K	Buy	+8,470	New	+$263K	0.12%	84

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

Delap Wealth Advisory's DUHP Position: Q2 2026 in Review

Delap Wealth Advisory increased its Dimensional US High Profitability ETF (DUHP) stake by 0.52% in Q2 2026, buying an estimated $1.72K and bringing the position to 8,237 shares worth $344K. The position accounts for 0.12% of the portfolio, ranked #75.

Delap Wealth Advisory first reported a position in DUHP in Q2 2024 and has held it in 7 quarters since. 560 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Delap Wealth Advisory held 8,237 shares of Dimensional US High Profitability ETF worth $344K as of Q2 2026.
Delap Wealth Advisory bought 43 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $1.72K.
Dimensional US High Profitability ETF made up 0.12% of Delap Wealth Advisory's portfolio in Q2 2026, its #75 holding.
Delap Wealth Advisory first reported a position in Dimensional US High Profitability ETF in Q2 2024 and has held it in 7 quarters since.
560 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.