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Fidelis Capital Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

Fidelis Capital 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 		$2.68M Sell
64,294
-100
-0.2% -$3.99K 0.15% 114
2026
Q1 		$2.37M Hold
64,394
– – 0.17% 108
2025
Q4 		$2.45M Sell
64,394
-1,900
-3% -$72K 0.18% 103
2025
Q3 		$2.5M Hold
66,294
– – 0.2% 92
2025
Q2 		$2.41M Sell
66,294
-1,255
-2% -$41.9K 0.22% 83
2025
Q1 		$2.18M Buy
67,549
+25,439
+60% +$874K 0.23% 82
2024
Q4 		$1.46M Buy
42,110
+13,473
+47% +$466K 0.15% 121
2024
Q3 		$985K Buy
28,637
+10,535
+58% +$345K 0.12% 153
2024
Q2 		$558K Buy
18,102
+3,176
+21% +$98.7K 0.08% 202
2024
Q1 		$472K Buy
14,926
+7,710
+107% +$231K 0.07% 219
2023
Q4 		$206K Buy
+7,216
New +$193K 0.05% 308

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

Fidelis Capital Partners's DUHP Position: Q2 2026 in Review

Fidelis Capital Partners reduced its Dimensional US High Profitability ETF (DUHP) stake by 0.16% in Q2 2026, selling an estimated $3.99K and leaving 64,294 shares worth $2.68M. The position accounts for 0.15% of the portfolio, ranked #114.

Fidelis Capital Partners first reported a position in DUHP in Q4 2023 and has held it in 11 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Fidelis Capital Partners held 64,294 shares of Dimensional US High Profitability ETF worth $2.68M as of Q2 2026.
  • Fidelis Capital Partners sold 100 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $3.99K.
  • Dimensional US High Profitability ETF made up 0.15% of Fidelis Capital Partners's portfolio in Q2 2026, its #114 holding.
  • Fidelis Capital Partners first reported a position in Dimensional US High Profitability ETF in Q4 2023 and has held it in 11 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.