Lowe Wealth Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Lowe Wealth Advisors’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
2025 Q3	$67.3K	Hold	1,781	–	–	0.02%	126
2025 Q2	$63.3K	Hold	1,781	–	–	0.02%	123
2025 Q1	$59K	Hold	1,781	–	–	0.03%	124
2024 Q4	$60.2K	Hold	1,781	–	–	0.03%	116
2024 Q3	$60.7K	Hold	1,781	–	–	0.03%	112
2024 Q2	$57K	Hold	1,781	–	–	0.03%	112
2024 Q1	$56.3K	Hold	1,781	–	–	0.03%	105
2023 Q4	$51K	Buy	+1,781	New	+$47.6K	0.03%	110

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Lowe Wealth Advisors's DUHP Position: Q3 2025 in Review

Lowe Wealth Advisors held its Dimensional US High Profitability ETF (DUHP) position steady in Q3 2025 at 1,781 shares worth $67.3K. The position accounts for 0.02% of the portfolio, ranked #126.

Lowe Wealth Advisors first reported a position in DUHP in Q4 2023 and has held it in 8 quarters since. 450 funds tracked by Wall St. Rank hold DUHP as of Q3 2025.

Lowe Wealth Advisors held 1,781 shares of Dimensional US High Profitability ETF worth $67.3K as of Q3 2025.
Lowe Wealth Advisors left its Dimensional US High Profitability ETF share count unchanged in Q3 2025.
Dimensional US High Profitability ETF made up 0.02% of Lowe Wealth Advisors's portfolio in Q3 2025, its #126 holding.
Lowe Wealth Advisors first reported a position in Dimensional US High Profitability ETF in Q4 2023 and has held it in 8 quarters since.
450 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2025.

Based on Lowe Wealth Advisors's 13F filing for Q3 2025, filed 16 Oct 2025.