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

Navigoe 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	$487K	Hold	11,680	–	–	0.25%	30
2026 Q1	$429K	Hold	11,680	–	–	0.25%	29
2025 Q4	$444K	Buy	11,680 +269	+2%	+$10.2K	0.27%	30
2025 Q3	$430K	Sell	11,411 -2,419	-17%	-$88.7K	0.27%	30
2025 Q2	$491K	Buy	13,830 +95	+0.7%	+$3.17K	0.37%	27
2025 Q1	$455K	Sell	13,735 -1,929	-12%	-$66.3K	0.39%	27
2024 Q4	$529K	Buy	+15,664	New	+$542K	0.52%	24

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Navigoe Wealth Management held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 11,680 shares worth $487K. The position accounts for 0.25% of the portfolio, ranked #30.

Navigoe Wealth Management first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $529K in Q4 2024. 560 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Navigoe Wealth Management held 11,680 shares of Dimensional US High Profitability ETF worth $487K as of Q2 2026.
Navigoe Wealth Management left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
Dimensional US High Profitability ETF made up 0.25% of Navigoe Wealth Management's portfolio in Q2 2026, its #30 holding.
Navigoe Wealth Management first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 7 quarters since.
Navigoe Wealth Management's Dimensional US High Profitability ETF position peaked at $529K in Q4 2024.
560 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.