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Heritage Wealth Management (Texas)’s Dimensional US High Profitability ETF DUHP Stock Holding History

Heritage Wealth Management (Texas)’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
Q1 		$12.5M Buy
341,262
+11,781
+4% +$452K 5.36% 6
2025
Q4 		$12.5M Buy
329,481
+14,985
+5% +$568K 5.44% 6
2025
Q3 		$11.9M Buy
314,496
+14,446
+5% +$530K 5.24% 7
2025
Q2 		$10.7M Sell
300,050
-14,699
-5% -$491K 5.29% 7
2025
Q1 		$10.4M Buy
+314,749
New +$10.8M 6.04% 6

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Heritage Wealth Management (Texas)'s DUHP Position: Q1 2026 in Review

Heritage Wealth Management (Texas) increased its Dimensional US High Profitability ETF (DUHP) stake by 3.6% in Q1 2026, buying an estimated $452K and bringing the position to 341,262 shares worth $12.5M. The position accounts for 5.36% of the portfolio, ranked #6.

Heritage Wealth Management (Texas) first reported a position in DUHP in Q1 2025 and has held it in 5 quarters since. 537 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Heritage Wealth Management (Texas) held 341,262 shares of Dimensional US High Profitability ETF worth $12.5M as of Q1 2026.
  • Heritage Wealth Management (Texas) bought 11,781 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $452K.
  • Dimensional US High Profitability ETF made up 5.36% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #6 holding.
  • Heritage Wealth Management (Texas) first reported a position in Dimensional US High Profitability ETF in Q1 2025 and has held it in 5 quarters since.
  • 537 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.