Kestra Investment Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Kestra Investment 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	$5.36M	Sell	128,485 -69,777	-35%	-$2.78M	0.1%	78
2026 Q1	$7.29M	Buy	198,262 +104,982	+113%	+$4.03M	0.13%	63
2025 Q4	$3.55M	Buy	93,280 +19,905	+27%	+$754K	0.09%	87
2025 Q3	$2.77M	Buy	73,375 +33,937	+86%	+$1.24M	0.07%	102
2025 Q2	$1.4M	Buy	39,438 +20,910	+113%	+$698K	0.04%	146
2025 Q1	$614K	Buy	18,528 +12,953	+232%	+$445K	0.02%	243
2024 Q4	$188K	Buy	+5,575	New	+$193K	0.01%	363

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Kestra Investment Management's DUHP Position: Q2 2026 in Review

Kestra Investment Management reduced its Dimensional US High Profitability ETF (DUHP) stake by 35% in Q2 2026, selling an estimated $2.78M and leaving 128,485 shares worth $5.36M. The position accounts for 0.1% of the portfolio, ranked #78.

Kestra Investment Management first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.29M in Q1 2026. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Kestra Investment Management held 128,485 shares of Dimensional US High Profitability ETF worth $5.36M as of Q2 2026.
Kestra Investment Management sold 69,777 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $2.78M.
Dimensional US High Profitability ETF made up 0.1% of Kestra Investment Management's portfolio in Q2 2026, its #78 holding.
Kestra Investment Management first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 7 quarters since.
Kestra Investment Management's Dimensional US High Profitability ETF position peaked at $7.29M in Q1 2026.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.