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

Fortress 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
2025
Q3 		$18.2M Buy
481,897
+8,263
+2% +$303K 8.1% 2
2025
Q2 		$16.8M Sell
473,634
-18,869
-4% -$630K 8.12% 2
2025
Q1 		$16.3M Sell
492,503
-136,683
-22% -$4.7M 8.47% 2
2024
Q4 		$21.3M Buy
629,186
+54,367
+9% +$1.88M 10.31% 2
2024
Q3 		$19.6M Buy
574,819
+104,254
+22% +$3.41M 9.78% 2
2024
Q2 		$15.1M Sell
470,565
-1,914
-0.4% -$59.5K 7.7% 2
2024
Q1 		$14.9M Buy
472,479
+11,434
+2% +$343K 7.7% 2
2023
Q4 		$13.2M Buy
461,045
+327,342
+245% +$8.76M 7.19% 3
2023
Q3 		$3.43M Buy
133,703
+14,705
+12% +$393K 2.22% 12
2023
Q2 		$3.16M Buy
+118,998
New +$3M 2.04% 13

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Fortress Wealth Management's DUHP Position: Q3 2025 in Review

Fortress Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 1.7% in Q3 2025, buying an estimated $303K and bringing the position to 481,897 shares worth $18.2M. The position accounts for 8.1% of the portfolio, ranked #2.

Fortress Wealth Management first reported a position in DUHP in Q2 2023 and has held it in 10 quarters since. The position peaked at $21.3M in Q4 2024. 449 funds tracked by Wall St. Rank hold DUHP as of Q3 2025.

  • Fortress Wealth Management held 481,897 shares of Dimensional US High Profitability ETF worth $18.2M as of Q3 2025.
  • Fortress Wealth Management bought 8,263 Dimensional US High Profitability ETF shares in Q3 2025, an estimated $303K.
  • Dimensional US High Profitability ETF made up 8.1% of Fortress Wealth Management's portfolio in Q3 2025, its #2 holding.
  • Fortress Wealth Management first reported a position in Dimensional US High Profitability ETF in Q2 2023 and has held it in 10 quarters since.
  • Fortress Wealth Management's Dimensional US High Profitability ETF position peaked at $21.3M in Q4 2024.
  • 449 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.