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

Jackson Thornton 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
Q2 		$6.41M Buy
153,521
+4,630
+3% +$185K 0.51% 26
2026
Q1 		$5.65M Buy
148,891
+49,972
+51% +$1.92M 0.51% 26
2025
Q4 		$3.81M Buy
98,919
+4,361
+5% +$165K 0.36% 26
2025
Q3 		$3.6M Sell
94,558
-8,373
-8% -$307K 0.37% 26
2025
Q2 		$3.7M Buy
102,931
+4,128
+4% +$138K 0.42% 23
2025
Q1 		$3.1M Buy
98,803
+28,323
+40% +$973K 0.41% 23
2024
Q4 		$2.38M Buy
70,480
+22,133
+46% +$766K 0.3% 27
2024
Q3 		$1.65M Sell
48,347
-250
-0.5% -$8.19K 0.22% 28
2024
Q2 		$1.55M Buy
48,597
+40,931
+534% +$1.27M 0.24% 26
2024
Q1 		$242K Buy
+7,666
New +$230K 0.04% 47

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

Jackson Thornton Wealth Management's DUHP Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 3.1% in Q2 2026, buying an estimated $185K and bringing the position to 153,521 shares worth $6.41M. The position accounts for 0.51% of the portfolio, ranked #26.

Jackson Thornton Wealth Management first reported a position in DUHP in Q1 2024 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Jackson Thornton Wealth Management held 153,521 shares of Dimensional US High Profitability ETF worth $6.41M as of Q2 2026.
  • Jackson Thornton Wealth Management bought 4,630 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $185K.
  • Dimensional US High Profitability ETF made up 0.51% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Jackson Thornton Wealth Management first reported a position in Dimensional US High Profitability ETF in Q1 2024 and has held it in 10 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.