Envestnet Asset Management
DUHP icon

Envestnet Asset Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Envestnet Asset 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 		$171M Buy
4,104,606
+447,111
+12% +$17.8M 0.04% 402
2026
Q1 		$134M Buy
3,657,495
+587,753
+19% +$22.5M 0.04% 443
2025
Q4 		$117M Buy
3,069,742
+55,661
+2% +$2.11M 0.03% 457
2025
Q3 		$114M Sell
3,014,081
-33,525,230
-92% -$1.23B 0.03% 466
2025
Q2 		$1.3B Buy
36,539,311
+1,507,394
+4% +$50.3M 0.38% 49
2025
Q1 		$1.16B Sell
35,031,917
-3,199,384
-8% -$110M 0.37% 49
2024
Q4 		$1.29B Buy
38,231,301
+1,310,704
+4% +$45.4M 0.41% 47
2024
Q3 		$1.26B Buy
36,920,597
+7,489,637
+25% +$245M 0.41% 45
2024
Q2 		$941M Buy
29,430,960
+3,781,741
+15% +$118M 0.33% 56
2024
Q1 		$811M Buy
25,649,219
+5,848,884
+30% +$175M 0.3% 61
2023
Q4 		$566M Buy
19,800,335
+2,496,403
+14% +$66.8M 0.23% 78
2023
Q3 		$445M Buy
17,303,932
+2,660,095
+18% +$71.1M 0.2% 90
2023
Q2 		$389M Buy
14,643,837
+7,751,285
+112% +$196M 0.17% 99
2023
Q1 		$173M Buy
6,892,552
+2,933,670
+74% +$72.6M 0.08% 212
2022
Q4 		$95.1M Buy
3,958,882
+3,526,200
+815% +$83.6M 0.05% 323
2022
Q3 		$9.23M Buy
432,682
+305,990
+242% +$7.24M 0.01% 1165
2022
Q2 		$2.85M Buy
+126,692
New +$3.09M ﹤0.01% 1874

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Envestnet Asset Management's DUHP Position: Q2 2026 in Review

Envestnet Asset Management increased its Dimensional US High Profitability ETF (DUHP) stake by 12% in Q2 2026, buying an estimated $17.8M and bringing the position to 4,104,606 shares worth $171M. The position accounts for 0.04% of the portfolio, ranked #402.

Envestnet Asset Management first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.3B in Q2 2025. 284 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Envestnet Asset Management held 4,104,606 shares of Dimensional US High Profitability ETF worth $171M as of Q2 2026.
  • Envestnet Asset Management bought 447,111 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $17.8M.
  • Dimensional US High Profitability ETF made up 0.04% of Envestnet Asset Management's portfolio in Q2 2026, its #402 holding.
  • Envestnet Asset Management first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 17 quarters since.
  • Envestnet Asset Management's Dimensional US High Profitability ETF position peaked at $1.3B in Q2 2025.
  • 284 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.