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Integrated Wealth Concepts’s Dimensional US High Profitability ETF DUHP Stock Holding History

Integrated Wealth Concepts’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 		$19.5M Buy
531,559
+145,136
+38% +$5.57M 0.16% 130
2025
Q4 		$14.7M Sell
386,423
-109,641
-22% -$4.15M 0.17% 119
2025
Q3 		$18.7M Buy
496,064
+4,870
+1% +$179K 0.17% 128
2025
Q2 		$17.5M Buy
491,194
+13,224
+3% +$442K 0.18% 123
2025
Q1 		$15.8M Buy
477,970
+2,665
+0.6% +$91.6K 0.18% 117
2024
Q4 		$16.1M Buy
475,305
+350,850
+282% +$12.1M 0.19% 118
2024
Q3 		$4.24M Sell
124,455
-540
-0.4% -$17.7K 0.05% 331
2024
Q2 		$4M Buy
124,995
+393
+0.3% +$12.2K 0.05% 311
2024
Q1 		$3.94M Buy
124,602
+3,422
+3% +$103K 0.06% 310
2023
Q4 		$3.47M Sell
121,180
-1,667
-1% -$44.6K 0.06% 314
2023
Q3 		$3.16M Buy
122,847
+588
+0.5% +$15.7K 0.06% 313
2023
Q2 		$3.24M Buy
122,259
+432
+0.4% +$10.9K 0.06% 315
2023
Q1 		$3.06M Buy
+121,827
New +$3.01M 0.06% 280

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 $24.7B 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 $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

Integrated Wealth Concepts's DUHP Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Dimensional US High Profitability ETF (DUHP) stake by 38% in Q1 2026, buying an estimated $5.57M and bringing the position to 531,559 shares worth $19.5M. The position accounts for 0.16% of the portfolio, ranked #130.

Integrated Wealth Concepts first reported a position in DUHP in Q1 2023 and has held it in 13 quarters since. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Integrated Wealth Concepts held 531,559 shares of Dimensional US High Profitability ETF worth $19.5M as of Q1 2026.
  • Integrated Wealth Concepts bought 145,136 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $5.57M.
  • Dimensional US High Profitability ETF made up 0.16% of Integrated Wealth Concepts's portfolio in Q1 2026, its #130 holding.
  • Integrated Wealth Concepts first reported a position in Dimensional US High Profitability ETF in Q1 2023 and has held it in 13 quarters since.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.