GSEP
DUHP icon

Golden State Equity Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

Golden State Equity 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 		– Sell
-35,488
Closed -$1.3M – 718
2026
Q1 		$1.3M Buy
35,488
+10,499
+42% +$403K 0.1% 240
2025
Q4 		$950K Buy
+24,989
New +$947K 0.15% 155

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

Golden State Equity Partners's DUHP Position: Q2 2026 in Review

Golden State Equity Partners sold out of Dimensional US High Profitability ETF (DUHP) in Q2 2026, closing a stake of 35,488 shares — an estimated $1.3M sold.

Golden State Equity Partners first reported a position in DUHP in Q4 2025 and held it in 2 quarters. The position peaked at $1.3M in Q1 2026. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Golden State Equity Partners reported no remaining Dimensional US High Profitability ETF position as of Q2 2026 after selling out during the quarter.
  • Golden State Equity Partners sold 35,488 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $1.3M.
  • Golden State Equity Partners first reported a position in Dimensional US High Profitability ETF in Q4 2025 and held it in 2 quarters.
  • Golden State Equity Partners's Dimensional US High Profitability ETF position peaked at $1.3M in Q1 2026.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.