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Everest Management Corp’s Dimensional US High Profitability ETF DUHP Stock Holding History

Everest Management Corp’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 		$2.18M Buy
59,190
+34,797
+143% +$1.33M 1.1% 20
2025
Q4 		$928K Sell
24,393
-3,375
-12% -$128K 0.52% 29
2025
Q3 		$1.05M Buy
27,768
+4,202
+18% +$154K 0.67% 28
2025
Q2 		$838K Buy
23,566
+559
+2% +$18.7K 0.6% 30
2025
Q1 		$762K Hold
23,007
– – 0.7% 23
2024
Q4 		$777K Buy
+23,007
New +$796K 0.68% 25

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 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 $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Everest Management Corp's DUHP Position: Q1 2026 in Review

Everest Management Corp increased its Dimensional US High Profitability ETF (DUHP) stake by 143% in Q1 2026, buying an estimated $1.33M and bringing the position to 59,190 shares worth $2.18M. The position accounts for 1.1% of the portfolio, ranked #20.

Everest Management Corp first reported a position in DUHP in Q4 2024 and has held it in 6 quarters since. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Everest Management Corp held 59,190 shares of Dimensional US High Profitability ETF worth $2.18M as of Q1 2026.
  • Everest Management Corp bought 34,797 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $1.33M.
  • Dimensional US High Profitability ETF made up 1.1% of Everest Management Corp's portfolio in Q1 2026, its #20 holding.
  • Everest Management Corp first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 6 quarters since.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Everest Management Corp's 13F filing for Q1 2026, filed 7 May 2026.