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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
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
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 $7.79B AUM 20.38% 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

Navigoe Wealth Management's DUHP Position: Q1 2026 in Review

Navigoe Wealth Management held its Dimensional US High Profitability ETF (DUHP) position steady in Q1 2026 at 11,680 shares worth $429K. The position accounts for 0.25% of the portfolio, ranked #29.

Navigoe Wealth Management first reported a position in DUHP in Q4 2024 and has held it in 6 quarters since. The position peaked at $529K in Q4 2024. 537 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Navigoe Wealth Management held 11,680 shares of Dimensional US High Profitability ETF worth $429K as of Q1 2026.
  • Navigoe Wealth Management left its Dimensional US High Profitability ETF share count unchanged in Q1 2026.
  • Dimensional US High Profitability ETF made up 0.25% of Navigoe Wealth Management's portfolio in Q1 2026, its #29 holding.
  • Navigoe Wealth Management first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 6 quarters since.
  • Navigoe Wealth Management's Dimensional US High Profitability ETF position peaked at $529K in Q4 2024.
  • 537 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Navigoe Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.