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INVST’s Dimensional US High Profitability ETF DUHP Stock Holding History

INVST’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 		$12.4M Buy
296,689
+17,123
+6% +$683K 1.21% 19
2026
Q1 		$10.3M Sell
279,566
-1,464
-0.5% -$56.1K 1.16% 24
2025
Q4 		$10.7M Buy
281,030
+11,925
+4% +$452K 1.16% 24
2025
Q3 		$10.2M Buy
269,105
+64,714
+32% +$2.37M 1.16% 25
2025
Q2 		$7.27M Buy
204,391
+19,582
+11% +$654K 0.91% 27
2025
Q1 		$6.12M Buy
+184,809
New +$6.35M 0.84% 29
2024
Q1 		– Sell
-6,825
Closed -$202K – 256
2023
Q4 		$202K Buy
+6,825
New +$183K 0.03% 207

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

INVST's DUHP Position: Q2 2026 in Review

INVST increased its Dimensional US High Profitability ETF (DUHP) stake by 6.1% in Q2 2026, buying an estimated $683K and bringing the position to 296,689 shares worth $12.4M. The position accounts for 1.21% of the portfolio, ranked #19.

INVST first reported a position in DUHP in Q4 2023 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • INVST held 296,689 shares of Dimensional US High Profitability ETF worth $12.4M as of Q2 2026.
  • INVST bought 17,123 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $683K.
  • Dimensional US High Profitability ETF made up 1.21% of INVST's portfolio in Q2 2026, its #19 holding.
  • INVST first reported a position in Dimensional US High Profitability ETF in Q4 2023 and has held it in 7 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.