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

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Family Wealth Partners's DUHP Position: Q2 2026 in Review

Family Wealth Partners increased its Dimensional US High Profitability ETF (DUHP) stake by 7.1% in Q2 2026, buying an estimated $849K and bringing the position to 320,624 shares worth $13.4M. The position accounts for 4.11% of the portfolio, ranked #7.

Family Wealth Partners first reported a position in DUHP in Q4 2023 and has held it in 11 quarters since. 560 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Family Wealth Partners held 320,624 shares of Dimensional US High Profitability ETF worth $13.4M as of Q2 2026.
  • Family Wealth Partners bought 21,273 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $849K.
  • Dimensional US High Profitability ETF made up 4.11% of Family Wealth Partners's portfolio in Q2 2026, its #7 holding.
  • Family Wealth Partners first reported a position in Dimensional US High Profitability ETF in Q4 2023 and has held it in 11 quarters since.
  • 560 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.