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Forvis Mazars Wealth Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Forvis Mazars Wealth Advisors’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 		$35.6M Sell
853,116
-122,932
-13% -$4.9M 0.59% 26
2026
Q1 		$35.9M Sell
976,048
-36,722
-4% -$1.41M 0.68% 24
2025
Q4 		$38.5M Sell
1,012,770
-86,990
-8% -$3.29M 0.73% 23
2025
Q3 		$41.5M Sell
1,099,760
-109,162
-9% -$4M 0.83% 22
2025
Q2 		$43M Sell
1,208,922
-149,344
-11% -$4.99M 0.93% 20
2025
Q1 		$45M Sell
1,358,266
-282,208
-17% -$9.7M 1.08% 14
2024
Q4 		$55.4M Sell
1,640,474
-172,372
-10% -$5.96M 1.28% 13
2024
Q3 		$61.8M Sell
1,812,846
-103,533
-5% -$3.39M 1.42% 12
2024
Q2 		$61.3M Buy
1,916,379
+28,994
+2% +$901K 1.53% 11
2024
Q1 		$59.7M Buy
1,887,385
+49,734
+3% +$1.49M 1.52% 12
2023
Q4 		$52.6M Buy
1,837,651
+61,705
+3% +$1.65M 1.46% 14
2023
Q3 		$45.6M Buy
1,775,946
+158,917
+10% +$4.25M 1.38% 15
2023
Q2 		$42.9M Buy
1,617,029
+219,466
+16% +$5.54M 1.26% 14
2023
Q1 		$35.1M Buy
1,397,563
+214,725
+18% +$5.31M 1.15% 19
2022
Q4 		$28.4M Buy
1,182,838
+436,297
+58% +$10.3M 0.99% 17
2022
Q3 		$15.9M Buy
746,541
+424,800
+132% +$10.1M 0.64% 30
2022
Q2 		$7.24M Buy
+321,741
New +$7.84M 0.29% 55

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

Forvis Mazars Wealth Advisors's DUHP Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional US High Profitability ETF (DUHP) stake by 13% in Q2 2026, selling an estimated $4.9M and leaving 853,116 shares worth $35.6M. The position accounts for 0.59% of the portfolio, ranked #26.

Forvis Mazars Wealth Advisors first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. The position peaked at $61.8M in Q3 2024. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 853,116 shares of Dimensional US High Profitability ETF worth $35.6M as of Q2 2026.
  • Forvis Mazars Wealth Advisors sold 122,932 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $4.9M.
  • Dimensional US High Profitability ETF made up 0.59% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #26 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 17 quarters since.
  • Forvis Mazars Wealth Advisors's Dimensional US High Profitability ETF position peaked at $61.8M in Q3 2024.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.