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Innovative Asset Advisors Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Innovative Asset Advisors Group’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 		$1.23M Sell
29,398
-1,726
-6% -$68.9K 0.54% 38
2026
Q1 		$1.14M Buy
+31,124
New +$1.19M 0.66% 36

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Innovative Asset Advisors Group's DUHP Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its Dimensional US High Profitability ETF (DUHP) stake by 5.5% in Q2 2026, selling an estimated $68.9K and leaving 29,398 shares worth $1.23M. The position accounts for 0.54% of the portfolio, ranked #38.

Innovative Asset Advisors Group first reported a position in DUHP in Q1 2026 and has held it in 2 quarters since. 541 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Innovative Asset Advisors Group held 29,398 shares of Dimensional US High Profitability ETF worth $1.23M as of Q2 2026.
  • Innovative Asset Advisors Group sold 1,726 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $68.9K.
  • Dimensional US High Profitability ETF made up 0.54% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #38 holding.
  • Innovative Asset Advisors Group first reported a position in Dimensional US High Profitability ETF in Q1 2026 and has held it in 2 quarters since.
  • 541 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.