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

Evanson 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
Q1 		$3.55M Buy
96,671
+7,858
+9% +$301K 0.19% 58
2025
Q4 		$3.38M Buy
88,813
+1,882
+2% +$71.3K 0.18% 61
2025
Q3 		$3.28M Buy
86,931
+1,550
+2% +$56.8K 0.19% 60
2025
Q2 		$3.04M Sell
85,381
-13,443
-14% -$449K 0.19% 57
2025
Q1 		$3.28M Buy
98,824
+31,938
+48% +$1.1M 0.23% 51
2024
Q4 		$2.26M Buy
66,886
+9,125
+16% +$316K 0.15% 71
2024
Q3 		$1.97M Buy
57,761
+14,743
+34% +$483K 0.14% 79
2024
Q2 		$1.38M Buy
43,018
+24,153
+128% +$751K 0.1% 98
2024
Q1 		$596K Buy
18,865
+2,253
+14% +$67.5K 0.04% 160
2023
Q4 		$475K Buy
16,612
+5,373
+48% +$144K 0.04% 181
2023
Q3 		$289K Buy
11,239
+1,101
+11% +$29.4K 0.03% 227
2023
Q2 		$269K Buy
10,138
+23
+0.2% +$580 0.02% 233
2023
Q1 		$254K Buy
10,115
+1,426
+16% +$35.3K 0.03% 230
2022
Q4 		$209K Buy
+8,689
New +$206K 0.02% 244

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Evanson Asset Management's DUHP Position: Q1 2026 in Review

Evanson Asset Management increased its Dimensional US High Profitability ETF (DUHP) stake by 8.8% in Q1 2026, buying an estimated $301K and bringing the position to 96,671 shares worth $3.55M. The position accounts for 0.19% of the portfolio, ranked #58.

Evanson Asset Management first reported a position in DUHP in Q4 2022 and has held it in 14 quarters since. 541 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Evanson Asset Management held 96,671 shares of Dimensional US High Profitability ETF worth $3.55M as of Q1 2026.
  • Evanson Asset Management bought 7,858 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $301K.
  • Dimensional US High Profitability ETF made up 0.19% of Evanson Asset Management's portfolio in Q1 2026, its #58 holding.
  • Evanson Asset Management first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 14 quarters since.
  • 541 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.