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

Mills 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
2026
Q2 		$21M Sell
502,699
-7,004
-1% -$279K 6.61% 4
2026
Q1 		$18.7M Buy
509,703
+9,780
+2% +$375K 6.54% 4
2025
Q4 		$19M Buy
499,923
+33,638
+7% +$1.27M 7.5% 4
2025
Q3 		$17.6M Buy
466,285
+13,690
+3% +$502K 7.16% 4
2025
Q2 		$16.1M Buy
452,595
+131,902
+41% +$4.4M 7.38% 4
2025
Q1 		$10.6M Buy
320,693
+35,580
+12% +$1.22M 5.64% 5
2024
Q4 		$9.63M Buy
285,113
+28,887
+11% +$1,000K 5.48% 6
2024
Q3 		$8.73M Buy
256,226
+28,920
+13% +$947K 6.01% 5
2024
Q2 		$7.27M Buy
227,306
+23,355
+11% +$726K 5.2% 6
2024
Q1 		$6.45M Sell
203,951
-9,583
-4% -$287K 4.73% 5
2023
Q4 		$6.11M Buy
213,534
+15,181
+8% +$406K 4.65% 5
2023
Q3 		$5.1M Sell
198,353
-5,506
-3% -$147K 4.08% 7
2023
Q2 		$5.41M Buy
203,859
+13,644
+7% +$344K 4.11% 5
2023
Q1 		$4.78M Buy
190,215
+32,442
+21% +$802K 3.85% 4
2022
Q4 		$3.79M Buy
+157,773
New +$3.74M 3.42% 5

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

Mills Wealth Advisors's DUHP Position: Q2 2026 in Review

Mills Wealth Advisors reduced its Dimensional US High Profitability ETF (DUHP) stake by 1.4% in Q2 2026, selling an estimated $279K and leaving 502,699 shares worth $21M. The position accounts for 6.61% of the portfolio, ranked #4.

Mills Wealth Advisors first reported a position in DUHP in Q4 2022 and has held it in 15 quarters since. 559 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Mills Wealth Advisors held 502,699 shares of Dimensional US High Profitability ETF worth $21M as of Q2 2026.
  • Mills Wealth Advisors sold 7,004 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $279K.
  • Dimensional US High Profitability ETF made up 6.61% of Mills Wealth Advisors's portfolio in Q2 2026, its #4 holding.
  • Mills Wealth Advisors first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 15 quarters since.
  • 559 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Mills Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.