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

Empirical 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	$28.9M	Buy	691,936 +13,658	+2%	+$545K	0.42%	45
2026 Q1	$24.9M	Buy	678,278 +8,622	+1%	+$331K	0.43%	40
2025 Q4	$25.5M	Sell	669,656 -18,747	-3%	-$710K	0.45%	40
2025 Q3	$26M	Sell	688,403 -20,543	-3%	-$753K	0.52%	37
2025 Q2	$25.2M	Buy	708,946 +635,664	+867%	+$21.2M	0.57%	33
2025 Q1	$2.43M	Buy	+73,282	New	+$2.52M	0.06%	191

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Empirical Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 2% in Q2 2026, buying an estimated $545K and bringing the position to 691,936 shares worth $28.9M. The position accounts for 0.42% of the portfolio, ranked #45.

Empirical Wealth Management first reported a position in DUHP in Q1 2025 and has held it in 6 quarters since. 559 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Empirical Wealth Management held 691,936 shares of Dimensional US High Profitability ETF worth $28.9M as of Q2 2026.
Empirical Wealth Management bought 13,658 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $545K.
Dimensional US High Profitability ETF made up 0.42% of Empirical Wealth Management's portfolio in Q2 2026, its #45 holding.
Empirical Wealth Management first reported a position in Dimensional US High Profitability ETF in Q1 2025 and has held it in 6 quarters since.
559 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.