GWL
DUHP icon

Generations Wealth LLC’s Dimensional US High Profitability ETF DUHP Stock Holding History

Generations Wealth LLC’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 		$234K Buy
5,611
+93
+2% +$3.71K 0.22% 30
2026
Q1 		$203K Buy
5,518
+4
+0.1% +$153 0.2% 28
2025
Q4 		$210K Buy
+5,514
New +$209K 0.21% 28

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

Generations Wealth LLC's DUHP Position: Q2 2026 in Review

Generations Wealth LLC increased its Dimensional US High Profitability ETF (DUHP) stake by 1.7% in Q2 2026, buying an estimated $3.71K and bringing the position to 5,611 shares worth $234K. The position accounts for 0.22% of the portfolio, ranked #30.

Generations Wealth LLC first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Generations Wealth LLC held 5,611 shares of Dimensional US High Profitability ETF worth $234K as of Q2 2026.
  • Generations Wealth LLC bought 93 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $3.71K.
  • Dimensional US High Profitability ETF made up 0.22% of Generations Wealth LLC's portfolio in Q2 2026, its #30 holding.
  • Generations Wealth LLC first reported a position in Dimensional US High Profitability ETF in Q4 2025 and has held it in 3 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Generations Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.