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Moneta Group Investment Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Moneta Group Investment 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 		$14M Buy
334,430
+1,257
+0.4% +$50.1K 0.1% 104
2026
Q1 		$12.2M Buy
333,173
+5,659
+2% +$217K 0.09% 106
2025
Q4 		$12.5M Buy
327,514
+6,336
+2% +$240K 0.09% 101
2025
Q3 		$12.1M Buy
+321,178
New +$11.8M 0.1% 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

Moneta Group Investment Advisors's DUHP Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 0.38% in Q2 2026, buying an estimated $50.1K and bringing the position to 334,430 shares worth $14M. The position accounts for 0.1% of the portfolio, ranked #104.

Moneta Group Investment Advisors first reported a position in DUHP in Q3 2025 and has held it in 4 quarters since. 560 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Moneta Group Investment Advisors held 334,430 shares of Dimensional US High Profitability ETF worth $14M as of Q2 2026.
  • Moneta Group Investment Advisors bought 1,257 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $50.1K.
  • Dimensional US High Profitability ETF made up 0.1% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #104 holding.
  • Moneta Group Investment Advisors first reported a position in Dimensional US High Profitability ETF in Q3 2025 and has held it in 4 quarters since.
  • 560 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.