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Meredith Wealth Planning’s Dimensional US High Profitability ETF DUHP Stock Holding History

Meredith Wealth Planning’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 		$49.6M Sell
1,189,266
-10,356
-0.9% -$413K 11.71% 3
2026
Q1 		$44.1M Buy
1,199,622
+323,440
+37% +$12.4M 11.95% 2
2025
Q4 		$33.3M Sell
876,182
-239
-0% -$9.05K 9.92% 3
2025
Q3 		$33.1M Buy
876,421
+51,853
+6% +$1.9M 10.49% 2
2025
Q2 		$29.3M Buy
824,568
+63,942
+8% +$2.13M 10.65% 2
2025
Q1 		$25.2M Buy
760,626
+33,887
+5% +$1.16M 11.12% 2
2024
Q4 		$24.6M Buy
726,739
+38,921
+6% +$1.35M 10.95% 2
2024
Q3 		$23.4M Buy
687,818
+23,943
+4% +$784K 11.18% 2
2024
Q2 		$21.2M Buy
663,875
+85,047
+15% +$2.64M 11.13% 2
2024
Q1 		$18.3M Buy
578,828
+54,941
+10% +$1.65M 10.21% 2
2023
Q4 		$15M Buy
523,887
+299,470
+133% +$8.01M 9.32% 3
2023
Q3 		$5.77M Buy
224,417
+64,341
+40% +$1.72M 4.29% 6
2023
Q2 		$4.25M Buy
160,076
+19,158
+14% +$483K 3.46% 7
2023
Q1 		$3.54M Buy
140,918
+17,171
+14% +$425K 2.85% 7
2022
Q4 		$2.97M Buy
+123,747
New +$2.93M 2.56% 6

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

Meredith Wealth Planning's DUHP Position: Q2 2026 in Review

Meredith Wealth Planning reduced its Dimensional US High Profitability ETF (DUHP) stake by 0.86% in Q2 2026, selling an estimated $413K and leaving 1,189,266 shares worth $49.6M. The position accounts for 11.71% of the portfolio, ranked #3.

Meredith Wealth Planning first reported a position in DUHP in Q4 2022 and has held it in 15 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Meredith Wealth Planning held 1,189,266 shares of Dimensional US High Profitability ETF worth $49.6M as of Q2 2026.
  • Meredith Wealth Planning sold 10,356 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $413K.
  • Dimensional US High Profitability ETF made up 11.71% of Meredith Wealth Planning's portfolio in Q2 2026, its #3 holding.
  • Meredith Wealth Planning first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 15 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.