MWM
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Modera Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Modera Wealth Management’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 		$965K Buy
23,122
+610
+3% +$24.3K 0.01% 353
2026
Q1 		$828K Sell
22,512
-58
-0.3% -$2.22K 0.01% 352
2025
Q4 		$858K Sell
22,570
-6,738
-23% -$255K 0.01% 353
2025
Q3 		$1.11M Hold
29,308
– – 0.01% 324
2025
Q2 		$1.04M Hold
29,308
– – 0.01% 323
2025
Q1 		$971K Buy
29,308
+310
+1% +$10.7K 0.01% 328
2024
Q4 		$980K Buy
28,998
+21,463
+285% +$743K 0.01% 331
2024
Q3 		$257K Buy
7,535
+110
+1% +$3.6K ﹤0.01% 519
2024
Q2 		$238K Hold
7,425
– – ﹤0.01% 514
2024
Q1 		$235K Buy
+7,425
New +$223K ﹤0.01% 522

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Modera Wealth Management's DUHP Position: Q2 2026 in Review

Modera Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 2.7% in Q2 2026, buying an estimated $24.3K and bringing the position to 23,122 shares worth $965K. The position accounts for 0.01% of the portfolio, ranked #353.

Modera Wealth Management first reported a position in DUHP in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.11M in Q3 2025. 369 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Modera Wealth Management held 23,122 shares of Dimensional US High Profitability ETF worth $965K as of Q2 2026.
  • Modera Wealth Management bought 610 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $24.3K.
  • Dimensional US High Profitability ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #353 holding.
  • Modera Wealth Management first reported a position in Dimensional US High Profitability ETF in Q1 2024 and has held it in 10 quarters since.
  • Modera Wealth Management's Dimensional US High Profitability ETF position peaked at $1.11M in Q3 2025.
  • 369 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.