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 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 Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

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

EP Wealth Advisors's DUHP Position: Q1 2026 in Review

EP Wealth Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 0.23% in Q1 2026, buying an estimated $3.91K and bringing the position to 44,382 shares worth $1.63M. The position accounts for 0.01% of the portfolio, ranked #522.

EP Wealth Advisors first reported a position in DUHP in Q3 2024 and has held it in 6 quarters since. The position peaked at $1.68M in Q4 2025. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

EP Wealth Advisors held 44,382 shares of Dimensional US High Profitability ETF worth $1.63M as of Q1 2026.
EP Wealth Advisors bought 102 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $3.91K.
Dimensional US High Profitability ETF made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #522 holding.
EP Wealth Advisors first reported a position in Dimensional US High Profitability ETF in Q3 2024 and has held it in 6 quarters since.
EP Wealth Advisors's Dimensional US High Profitability ETF position peaked at $1.68M in Q4 2025.
536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.