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

Exencial 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	$37.3M	Buy	1,014,748 +193,137	+24%	+$7.41M	1.16%	19
2025 Q4	$31.2M	Buy	821,611 +68,213	+9%	+$2.58M	0.99%	23
2025 Q3	$28.5M	Buy	753,398 +34,439	+5%	+$1.26M	0.93%	22
2025 Q2	$25.6M	Buy	718,959 +49,880	+7%	+$1.67M	0.9%	25
2025 Q1	$22.2M	Buy	669,079 +55,936	+9%	+$1.92M	0.82%	27
2024 Q4	$20.7M	Buy	613,143 +52,223	+9%	+$1.81M	0.76%	31
2024 Q3	$19.1M	Buy	560,920 +45,396	+9%	+$1.49M	0.69%	38
2024 Q2	$16.5M	Buy	515,524 +174,877	+51%	+$5.44M	0.62%	50
2024 Q1	$10.8M	Buy	340,647 +66,967	+24%	+$2.01M	0.4%	77
2023 Q4	$7.83M	Buy	273,680 +54,403	+25%	+$1.46M	0.32%	96
2023 Q3	$5.63M	Buy	219,277 +20,282	+10%	+$542K	0.27%	103
2023 Q2	$5.28M	Buy	198,995 +22,329	+13%	+$563K	0.24%	108
2023 Q1	$4.44M	Buy	176,666 +17,681	+11%	+$437K	0.23%	115
2022 Q4	$3.82M	Buy	158,985 +118,634	+294%	+$2.81M	0.21%	130
2022 Q3	$861K	Buy	+40,351	New	+$955K	0.05%	220

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

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

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

Exencial Wealth Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 24% in Q1 2026, buying an estimated $7.41M and bringing the position to 1,014,748 shares worth $37.3M. The position accounts for 1.16% of the portfolio, ranked #19.

Exencial Wealth Advisors first reported a position in DUHP in Q3 2022 and has held it in 15 quarters since. 540 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

Exencial Wealth Advisors held 1,014,748 shares of Dimensional US High Profitability ETF worth $37.3M as of Q1 2026.
Exencial Wealth Advisors bought 193,137 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $7.41M.
Dimensional US High Profitability ETF made up 1.16% of Exencial Wealth Advisors's portfolio in Q1 2026, its #19 holding.
Exencial Wealth Advisors first reported a position in Dimensional US High Profitability ETF in Q3 2022 and has held it in 15 quarters since.
540 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.