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Efficient Advisors’s Dimensional US High Profitability ETF 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
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Efficient Advisors's DUHP Position: Q1 2026 in Review

Efficient Advisors reduced its Dimensional US High Profitability ETF (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. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

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

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