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

Dopkins Wealth Management’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 		$3.86M Sell
92,401
-1,132
-1% -$45.2K 1.4% 18
2026
Q1 		$3.44M Buy
93,533
+5,477
+6% +$210K 1.38% 17
2025
Q4 		$3.35M Sell
88,056
-975
-1% -$36.9K 1.37% 16
2025
Q3 		$3.36M Buy
89,031
+4,144
+5% +$152K 1.42% 16
2025
Q2 		$3.02M Buy
84,887
+17,303
+26% +$578K 1.35% 16
2025
Q1 		$2.24M Buy
67,584
+8,476
+14% +$291K 1.14% 20
2024
Q4 		$2M Buy
59,108
+48,480
+456% +$1.68M 1.02% 21
2024
Q3 		$362K Sell
10,628
-8,113
-43% -$266K 0.29% 39
2024
Q2 		$600K Sell
18,741
-367
-2% -$11.4K 0.36% 38
2024
Q1 		$604K Buy
19,108
+7,266
+61% +$218K 0.36% 37
2023
Q4 		$339K Buy
+11,842
New +$317K 0.26% 36

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

Dopkins Wealth Management's DUHP Position: Q2 2026 in Review

Dopkins Wealth Management reduced its Dimensional US High Profitability ETF (DUHP) stake by 1.2% in Q2 2026, selling an estimated $45.2K and leaving 92,401 shares worth $3.86M. The position accounts for 1.4% of the portfolio, ranked #18.

Dopkins Wealth Management first reported a position in DUHP in Q4 2023 and has held it in 11 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Dopkins Wealth Management held 92,401 shares of Dimensional US High Profitability ETF worth $3.86M as of Q2 2026.
  • Dopkins Wealth Management sold 1,132 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $45.2K.
  • Dimensional US High Profitability ETF made up 1.4% of Dopkins Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Dopkins Wealth Management first reported a position in Dimensional US High Profitability ETF in Q4 2023 and has held it in 11 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.