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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
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
+15,409
+27% +$565K 0.07% 102
2025
Q2 		$2.02M Buy
57,966
+39,438
+213% +$1.32M 0.03% 186
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
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

Kestra Investment Management's DUHP Position: Q1 2026 in Review

Kestra Investment Management increased its Dimensional US High Profitability ETF (DUHP) stake by 113% in Q1 2026, buying an estimated $4.03M and bringing the position to 198,262 shares worth $7.29M. The position accounts for 0.13% of the portfolio, ranked #63.

Kestra Investment Management first reported a position in DUHP in Q4 2024 and has held it in 6 quarters since. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Kestra Investment Management held 198,262 shares of Dimensional US High Profitability ETF worth $7.29M as of Q1 2026.
  • Kestra Investment Management bought 104,982 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $4.03M.
  • Dimensional US High Profitability ETF made up 0.13% of Kestra Investment Management's portfolio in Q1 2026, its #63 holding.
  • Kestra Investment Management first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 6 quarters since.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.