EWA
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EP Wealth Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

EP Wealth 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
Q2 		$1.98M Buy
47,476
+3,094
+7% +$123K 0.01% 573
2026
Q1 		$1.63M Buy
44,382
+102
+0.2% +$3.91K 0.01% 522
2025
Q4 		$1.68M Buy
+44,280
New +$1.68M 0.01% 482
2025
Q2 		$1.64M Buy
46,101
+36,345
+373% +$1.21M 0.01% 456
2025
Q1 		$323K Buy
9,756
+9
+0.1% +$309 ﹤0.01% 880
2024
Q4 		$329K Sell
9,747
-696
-7% -$24.1K ﹤0.01% 832
2024
Q3 		$356K Buy
+10,443
New +$342K ﹤0.01% 801

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

EP Wealth Advisors's DUHP Position: Q2 2026 in Review

EP Wealth Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 7% in Q2 2026, buying an estimated $123K and bringing the position to 47,476 shares worth $1.98M. The position accounts for 0.01% of the portfolio, ranked #573.

EP Wealth Advisors first reported a position in DUHP in Q3 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • EP Wealth Advisors held 47,476 shares of Dimensional US High Profitability ETF worth $1.98M as of Q2 2026.
  • EP Wealth Advisors bought 3,094 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $123K.
  • Dimensional US High Profitability ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #573 holding.
  • EP Wealth Advisors first reported a position in Dimensional US High Profitability ETF in Q3 2024 and has held it in 7 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.