DiNuzzo Private Wealth’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

DiNuzzo Private 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 Q3	$52.5M	Buy	1,252,931 +15,952	+1%	+$669K	5.22%	7
2026 Q2	$51.6M	Buy	1,236,979 +11,958	+1%	+$477K	5.11%	8
2026 Q1	$45M	Buy	1,225,021 +5,457	+0.4%	+$209K	4.85%	9
2025 Q4	$46.4M	Sell	1,219,564 -20,442	-2%	-$774K	5.05%	8
2025 Q3	$45.7M	Buy	1,240,006 +6,751	+0.5%	+$248K	5.18%	8
2025 Q2	$43.9M	Buy	1,233,255 +10,885	+0.9%	+$363K	5.21%	8
2025 Q1	$40.5M	Sell	1,222,370 -6,541	-0.5%	-$225K	5.1%	8
2024 Q4	$41.5M	Sell	1,228,911 -45,095	-4%	-$1.56M	5.26%	6
2024 Q3	$43.4M	Sell	1,274,006 -26,182	-2%	-$858K	5.35%	7
2024 Q2	$41.6M	Sell	1,300,188 -29,629	-2%	-$921K	5.61%	6
2024 Q1	$42M	Buy	1,329,817 +1,042	+0.1%	+$31.2K	5.67%	6
2023 Q4	$38M	Buy	+1,328,775	New	+$35.5M	5.4%	7

Other funds holding DUHP

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.29B AUM 13.65% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

DWS

Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

DiNuzzo Private Wealth's DUHP Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 1.3% in Q3 2026, buying an estimated $669K and bringing the position to 1,252,931 shares worth $52.5M. The position accounts for 5.22% of the portfolio, ranked #7.

DiNuzzo Private Wealth first reported a position in DUHP in Q4 2023 and has held it in 12 quarters since. 48 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

DiNuzzo Private Wealth held 1,252,931 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $52.5M as of Q3 2026.
DiNuzzo Private Wealth bought 15,952 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $669K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 5.22% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #7 holding.
DiNuzzo Private Wealth first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2023 and has held it in 12 quarters since.
48 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.