FWM
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Forteris Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Forteris Wealth Management’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 		$1.01M Buy
24,306
+470
+2% +$18.7K 0.83% 31
2026
Q1 		$876K Buy
23,836
+1,253
+6% +$48.1K 0.84% 31
2025
Q4 		$859K Buy
+22,583
New +$855K 0.85% 28

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Forteris Wealth Management's DUHP Position: Q2 2026 in Review

Forteris Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 2% in Q2 2026, buying an estimated $18.7K and bringing the position to 24,306 shares worth $1.01M. The position accounts for 0.83% of the portfolio, ranked #31.

Forteris Wealth Management first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. 369 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Forteris Wealth Management held 24,306 shares of Dimensional US High Profitability ETF worth $1.01M as of Q2 2026.
  • Forteris Wealth Management bought 470 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $18.7K.
  • Dimensional US High Profitability ETF made up 0.83% of Forteris Wealth Management's portfolio in Q2 2026, its #31 holding.
  • Forteris Wealth Management first reported a position in Dimensional US High Profitability ETF in Q4 2025 and has held it in 3 quarters since.
  • 369 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Forteris Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.