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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
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 $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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: Q1 2026 in Review

Moneta Group Investment Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 1.7% in Q1 2026, buying an estimated $217K and bringing the position to 333,173 shares worth $12.2M. The position accounts for 0.09% of the portfolio, ranked #106.

Moneta Group Investment Advisors first reported a position in DUHP in Q3 2025 and has held it in 3 quarters since. The position peaked at $12.5M in Q4 2025. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Moneta Group Investment Advisors held 333,173 shares of Dimensional US High Profitability ETF worth $12.2M as of Q1 2026.
  • Moneta Group Investment Advisors bought 5,659 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $217K.
  • Dimensional US High Profitability ETF made up 0.09% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #106 holding.
  • Moneta Group Investment Advisors first reported a position in Dimensional US High Profitability ETF in Q3 2025 and has held it in 3 quarters since.
  • Moneta Group Investment Advisors's Dimensional US High Profitability ETF position peaked at $12.5M in Q4 2025.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.