EWA
DUHP icon

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
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 $7.07B AUM 18.05% 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 $24.6B 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