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NorthRock Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

NorthRock Partners’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
2025
Q2 		– Sell
-45
Closed -$1.49K – 730
2025
Q1 		$1.49K Hold
45
– – ﹤0.01% 834
2024
Q4 		$1.52K Hold
45
– – ﹤0.01% 756
2024
Q3 		$1.53K Hold
45
– – ﹤0.01% 813
2024
Q2 		$1.44K Hold
45
– – ﹤0.01% 794
2024
Q1 		$1.42K Buy
+45
New +$1.35K ﹤0.01% 799

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

NorthRock Partners's DUHP Position: Q2 2025 in Review

NorthRock Partners sold out of Dimensional US High Profitability ETF (DUHP) in Q2 2025, closing a stake of 45 shares — an estimated $1.49K sold.

NorthRock Partners first reported a position in DUHP in Q1 2024 and held it in 5 quarters. The position peaked at $1.53K in Q3 2024. 434 funds tracked by Wall St. Rank hold DUHP as of Q2 2025.

  • NorthRock Partners reported no remaining Dimensional US High Profitability ETF position as of Q2 2025 after selling out during the quarter.
  • NorthRock Partners sold 45 Dimensional US High Profitability ETF shares in Q2 2025, an estimated $1.49K.
  • NorthRock Partners first reported a position in Dimensional US High Profitability ETF in Q1 2024 and held it in 5 quarters.
  • NorthRock Partners's Dimensional US High Profitability ETF position peaked at $1.53K in Q3 2024.
  • 434 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.