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

Northwest 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 		$5.19M Buy
124,314
+7,641
+7% +$305K 0.68% 30
2026
Q1 		$4.29M Buy
116,673
+26,814
+30% +$1.03M 0.64% 35
2025
Q4 		$3.42M Buy
89,859
+10,535
+13% +$399K 0.54% 38
2025
Q3 		$3M Buy
79,324
+4,585
+6% +$168K 0.49% 43
2025
Q2 		$2.66M Buy
74,739
+8,232
+12% +$275K 0.48% 44
2025
Q1 		$2.2M Buy
66,507
+17,232
+35% +$592K 0.44% 47
2024
Q4 		$1.67M Buy
49,275
+22,059
+81% +$763K 0.35% 53
2024
Q3 		$927K Buy
27,216
+14,060
+107% +$460K 0.22% 73
2024
Q2 		$421K Buy
+13,156
New +$409K 0.11% 99

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Northwest Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 6.5% in Q2 2026, buying an estimated $305K and bringing the position to 124,314 shares worth $5.19M. The position accounts for 0.68% of the portfolio, ranked #30.

Northwest Wealth Management first reported a position in DUHP in Q2 2024 and has held it in 9 quarters since. 245 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Northwest Wealth Management held 124,314 shares of Dimensional US High Profitability ETF worth $5.19M as of Q2 2026.
  • Northwest Wealth Management bought 7,641 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $305K.
  • Dimensional US High Profitability ETF made up 0.68% of Northwest Wealth Management's portfolio in Q2 2026, its #30 holding.
  • Northwest Wealth Management first reported a position in Dimensional US High Profitability ETF in Q2 2024 and has held it in 9 quarters since.
  • 245 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

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