FWP
DUHP icon

Family Wealth Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

Family Wealth Partners’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
Q2 		$13.4M Buy
320,624
+21,273
+7% +$849K 4.11% 7
2026
Q1 		$11M Buy
299,351
+43,536
+17% +$1.67M 3.76% 9
2025
Q4 		$9.73M Sell
255,815
-6,674
-3% -$253K 3.51% 9
2025
Q3 		$9.91M Buy
262,489
+792
+0.3% +$29K 3.72% 7
2025
Q2 		$9.31M Buy
261,697
+8,447
+3% +$282K 3.72% 6
2025
Q1 		$8.39M Buy
253,250
+13,764
+6% +$473K 3.83% 6
2024
Q4 		$8.09M Buy
239,486
+39,769
+20% +$1.38M 3.85% 5
2024
Q3 		$6.8M Buy
199,717
+3,879
+2% +$127K 3.48% 6
2024
Q2 		$6.26M Buy
195,838
+24,666
+14% +$767K 3.25% 6
2024
Q1 		$5.41M Buy
171,172
+63,375
+59% +$1.9M 3.07% 8
2023
Q4 		$3.08M Buy
+107,797
New +$2.88M 2.38% 13

Other funds holding DUHP

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return