Efficient Advisors’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Efficient Advisors’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 Q1	$26.3M	Sell	715,575 -414,462	-37%	-$15.9M	1.87%	21
2025 Q4	$43M	Sell	1,130,037 -192,199	-15%	-$7.28M	2.51%	18
2025 Q3	$49.9M	Buy	1,322,236 +57,208	+5%	+$2.1M	2.81%	13
2025 Q2	$45M	Buy	1,265,028 +106,406	+9%	+$3.55M	2.68%	14
2025 Q1	$38.4M	Sell	1,158,622 -14,510	-1%	-$499K	2.5%	19
2024 Q4	$39.6M	Buy	1,173,132 +32,125	+3%	+$1.11M	2.55%	16
2024 Q3	$38.9M	Sell	1,141,007 -1,407	-0.1%	-$46.1K	2.44%	18
2024 Q2	$36.5M	Buy	1,142,414 +6,709	+0.6%	+$209K	2.37%	18
2024 Q1	$35.9M	Buy	1,135,705 +8,518	+0.8%	+$255K	2.3%	18
2023 Q4	$32.2M	Buy	1,127,187 +2,580	+0.2%	+$69K	2.18%	18
2023 Q3	$28.9M	Sell	1,124,607 -29,819	-3%	-$797K	1.96%	21
2023 Q2	$30.6M	Buy	1,154,426 +20,979	+2%	+$529K	2%	21
2023 Q1	$28.5M	Buy	1,133,447 +53,316	+5%	+$1.32M	1.99%	21
2022 Q4	$25.9M	Buy	+1,080,131	New	+$25.6M	2.64%	15

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

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

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Efficient Advisors's DUHP Position: Q1 2026 in Review

Efficient Advisors reduced its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 37% in Q1 2026, selling an estimated $15.9M and leaving 715,575 shares worth $26.3M. The position accounts for 1.87% of the portfolio, ranked #21.

Efficient Advisors first reported a position in DUHP in Q4 2022 and has held it in 14 quarters since. The position peaked at $49.9M in Q3 2025. 542 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

Efficient Advisors held 715,575 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $26.3M as of Q1 2026.
Efficient Advisors sold 414,462 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q1 2026, an estimated $15.9M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 1.87% of Efficient Advisors's portfolio in Q1 2026, its #21 holding.
Efficient Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q4 2022 and has held it in 14 quarters since.
Efficient Advisors's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $49.9M in Q3 2025.
542 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q1 2026.

Based on Efficient Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.