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Millstone Evans Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Millstone Evans Group’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 		$78.3K Buy
1,877
+76
+4% +$3.03K 0.04% 267
2026
Q1 		$66.2K Sell
1,801
-32
-2% -$1.23K 0.04% 287
2025
Q4 		$69.7K Buy
1,833
+173
+10% +$6.55K 0.04% 276
2025
Q3 		$62.7K Sell
1,660
-1,086
-40% -$39.8K 0.04% 278
2025
Q2 		$97.7K Sell
2,746
-5,057
-65% -$169K 0.07% 204
2025
Q1 		$259K Buy
7,803
+15
+0.2% +$515 0.18% 95
2024
Q4 		$263K Buy
+7,788
New +$269K 0.18% 98

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

Millstone Evans Group's DUHP Position: Q2 2026 in Review

Millstone Evans Group increased its Dimensional US High Profitability ETF (DUHP) stake by 4.2% in Q2 2026, buying an estimated $3.03K and bringing the position to 1,877 shares worth $78.3K. The position accounts for 0.04% of the portfolio, ranked #267.

Millstone Evans Group first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $263K in Q4 2024. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Millstone Evans Group held 1,877 shares of Dimensional US High Profitability ETF worth $78.3K as of Q2 2026.
  • Millstone Evans Group bought 76 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $3.03K.
  • Dimensional US High Profitability ETF made up 0.04% of Millstone Evans Group's portfolio in Q2 2026, its #267 holding.
  • Millstone Evans Group first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Dimensional US High Profitability ETF position peaked at $263K in Q4 2024.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.