IWM
DUHP icon

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

IHT 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
Q1 		$339K Buy
+9,226
New +$354K 0.01% 965
2025
Q3 		– Sell
-18,589
Closed -$661K – 1183
2025
Q2 		$661K Hold
18,589
– – 0.02% 619
2025
Q1 		$616K Buy
18,589
+3,450
+23% +$119K 0.02% 607
2024
Q4 		$512K Buy
15,139
+730
+5% +$25.3K 0.02% 677
2024
Q3 		$491K Hold
14,409
– – 0.01% 731
2024
Q2 		$461K Sell
14,409
-1,500
-9% -$46.6K 0.02% 660
2024
Q1 		$503K Buy
15,909
+1,655
+12% +$49.6K 0.02% 633
2023
Q4 		$408K Buy
+14,254
New +$381K 0.02% 667

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 $7.07B AUM 18.05% 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 $24.6B 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 $374B AUM 17.66% 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