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Herold Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Herold Advisors’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 		$1.26M Buy
30,204
+8,274
+38% +$330K 0.25% 101
2026
Q1 		$806K Buy
21,930
+212
+1% +$8.13K 0.18% 125
2025
Q4 		$826K Sell
21,718
-2,251
-9% -$85.3K 0.18% 121
2025
Q3 		$905K Buy
23,969
+1,851
+8% +$67.9K 0.21% 115
2025
Q2 		$787K Buy
22,118
+1,950
+10% +$65.1K 0.16% 140
2025
Q1 		$668K Hold
20,168
– – 0.15% 155
2024
Q4 		$681K Hold
20,168
– – 0.15% 155
2024
Q3 		$687K Buy
+20,168
New +$661K 0.15% 156
2022
Q2 		– Sell
-710
Closed -$18.7K – 303
2022
Q1 		$18.7K Buy
+710
New +$18.2K 0.01% 519

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

Herold Advisors's DUHP Position: Q2 2026 in Review

Herold Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 38% in Q2 2026, buying an estimated $330K and bringing the position to 30,204 shares worth $1.26M. The position accounts for 0.25% of the portfolio, ranked #101.

Herold Advisors first reported a position in DUHP in Q1 2022 and has held it in 9 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Herold Advisors held 30,204 shares of Dimensional US High Profitability ETF worth $1.26M as of Q2 2026.
  • Herold Advisors bought 8,274 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $330K.
  • Dimensional US High Profitability ETF made up 0.25% of Herold Advisors's portfolio in Q2 2026, its #101 holding.
  • Herold Advisors first reported a position in Dimensional US High Profitability ETF in Q1 2022 and has held it in 9 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Herold Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.