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LRI Investments’s Dimensional US High Profitability ETF DUHP Stock Holding History

LRI Investments’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 		$498K Buy
11,931
+49
+0.4% +$1.96K 0.04% 190
2026
Q1 		$437K Buy
11,882
+268
+2% +$10.3K 0.04% 192
2025
Q4 		$442K Sell
11,614
-36
-0.3% -$1.36K 0.04% 188
2025
Q3 		$440K Buy
11,650
+308
+3% +$11.3K 0.04% 193
2025
Q2 		$403K Buy
11,342
+1,537
+16% +$51.3K 0.03% 192
2025
Q1 		$325K Buy
9,805
+24
+0.2% +$825 0.03% 206
2024
Q4 		$330K Buy
9,781
+29
+0.3% +$1K 0.03% 191
2024
Q3 		$339K Buy
+9,752
New +$319K 0.03% 201

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

LRI Investments's DUHP Position: Q2 2026 in Review

LRI Investments increased its Dimensional US High Profitability ETF (DUHP) stake by 0.41% in Q2 2026, buying an estimated $1.96K and bringing the position to 11,931 shares worth $498K. The position accounts for 0.04% of the portfolio, ranked #190.

LRI Investments first reported a position in DUHP in Q3 2024 and has held it in 8 quarters since. 559 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • LRI Investments held 11,931 shares of Dimensional US High Profitability ETF worth $498K as of Q2 2026.
  • LRI Investments bought 49 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $1.96K.
  • Dimensional US High Profitability ETF made up 0.04% of LRI Investments's portfolio in Q2 2026, its #190 holding.
  • LRI Investments first reported a position in Dimensional US High Profitability ETF in Q3 2024 and has held it in 8 quarters since.
  • 559 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.