EWP
DUHP icon

E-Wealth Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

E-Wealth Partners’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 		$8.05M Buy
192,898
+13,175
+7% +$526K 5.82% 5
2026
Q1 		$6.61M Buy
179,723
+15,517
+9% +$595K 5.34% 8
2025
Q4 		$6.24M Buy
+164,206
New +$6.22M 5.25% 6

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

E-Wealth Partners's DUHP Position: Q2 2026 in Review

E-Wealth Partners increased its Dimensional US High Profitability ETF (DUHP) stake by 7.3% in Q2 2026, buying an estimated $526K and bringing the position to 192,898 shares worth $8.05M. The position accounts for 5.82% of the portfolio, ranked #5.

E-Wealth Partners first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • E-Wealth Partners held 192,898 shares of Dimensional US High Profitability ETF worth $8.05M as of Q2 2026.
  • E-Wealth Partners bought 13,175 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $526K.
  • Dimensional US High Profitability ETF made up 5.82% of E-Wealth Partners's portfolio in Q2 2026, its #5 holding.
  • E-Wealth Partners first reported a position in Dimensional US High Profitability ETF in Q4 2025 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.