HTWM
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Hartmann Taylor Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Hartmann Taylor 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 		$1.46M Hold
39,814
– – 0.97% 26
2026
Q1 		$1.46M Sell
39,814
-600
-1% -$23K 0.97% 26
2025
Q4 		$1.54M Sell
40,414
-150
-0.4% -$5.68K 1.04% 25
2025
Q3 		$1.53M Sell
40,564
-5,165
-11% -$189K 1.1% 25
2025
Q2 		$1.63M Buy
45,729
+923
+2% +$30.8K 1.35% 22
2025
Q1 		$1.48M Buy
+44,806
New +$1.54M 1.33% 21

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

Hartmann Taylor Wealth Management's DUHP Position: Q2 2026 in Review

Hartmann Taylor Wealth Management held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 39,814 shares worth $1.46M. The position accounts for 0.97% of the portfolio, ranked #26.

Hartmann Taylor Wealth Management first reported a position in DUHP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.63M in Q2 2025. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Hartmann Taylor Wealth Management held 39,814 shares of Dimensional US High Profitability ETF worth $1.46M as of Q2 2026.
  • Hartmann Taylor Wealth Management left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
  • Dimensional US High Profitability ETF made up 0.97% of Hartmann Taylor Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Hartmann Taylor Wealth Management first reported a position in Dimensional US High Profitability ETF in Q1 2025 and has held it in 6 quarters since.
  • Hartmann Taylor Wealth Management's Dimensional US High Profitability ETF position peaked at $1.63M in Q2 2025.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Hartmann Taylor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.