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

HB 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 		$93M Buy
2,227,918
+240,193
+12% +$9.58M 0.52% 30
2026
Q1 		$73.1M Buy
1,987,725
+159,055
+9% +$6.1M 0.47% 34
2025
Q4 		$69.5M Buy
1,828,670
+294,808
+19% +$11.2M 0.45% 33
2025
Q3 		$57.9M Buy
1,533,862
+667,899
+77% +$24.5M 0.39% 38
2025
Q2 		$30.8M Buy
+865,963
New +$28.9M 0.24% 55
2024
Q2 		– Sell
-7,855
Closed -$248K – 940
2024
Q1 		$248K Buy
+7,855
New +$235K ﹤0.01% 722

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

HB Wealth Management's DUHP Position: Q2 2026 in Review

HB Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 12% in Q2 2026, buying an estimated $9.58M and bringing the position to 2,227,918 shares worth $93M. The position accounts for 0.52% of the portfolio, ranked #30.

HB Wealth Management first reported a position in DUHP in Q1 2024 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • HB Wealth Management held 2,227,918 shares of Dimensional US High Profitability ETF worth $93M as of Q2 2026.
  • HB Wealth Management bought 240,193 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $9.58M.
  • Dimensional US High Profitability ETF made up 0.52% of HB Wealth Management's portfolio in Q2 2026, its #30 holding.
  • HB Wealth Management first reported a position in Dimensional US High Profitability ETF in Q1 2024 and has held it in 6 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.