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NWAM LLC’s Dimensional US High Profitability ETF DUHP Stock Holding History

NWAM LLC’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 		$3.18M Buy
76,160
+5,319
+8% +$212K 0.16% 140
2026
Q1 		$2.6M Buy
70,841
+3,357
+5% +$129K 0.15% 142
2025
Q4 		$2.58M Buy
67,484
+640
+1% +$24.2K 0.14% 145
2025
Q3 		$2.53M Buy
66,844
+3,867
+6% +$142K 0.14% 155
2025
Q2 		$2.25M Buy
62,977
+28,067
+80% +$937K 0.13% 161
2025
Q1 		$1.16M Sell
34,910
-13,518
-28% -$464K 0.1% 189
2024
Q4 		$1.64M Buy
48,428
+1,855
+4% +$64.2K 0.1% 193
2024
Q3 		$1.59M Buy
+46,573
New +$1.53M 0.1% 199
2024
Q2 		– Sell
-46,365
Closed -$1.45M – 253
2024
Q1 		$1.45M Buy
46,365
+813
+2% +$24.4K 0.12% 170
2023
Q4 		$1.3M Sell
45,552
-1,095
-2% -$29.3K 0.1% 189
2023
Q3 		$1.2M Sell
46,647
-38,766
-45% -$1.04M 0.12% 168
2023
Q2 		$2.27M Buy
85,413
+67,036
+365% +$1.69M 0.19% 115
2023
Q1 		$462K Sell
18,377
-64,332
-78% -$1.59M 0.05% 291
2022
Q4 		$1.99M Sell
82,709
-22,272
-21% -$528K 0.18% 128
2022
Q3 		$2.24M Buy
104,981
+67,087
+177% +$1.59M 0.21% 108
2022
Q2 		$857K Buy
+37,894
New +$923K 0.08% 226

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

NWAM LLC's DUHP Position: Q2 2026 in Review

NWAM LLC increased its Dimensional US High Profitability ETF (DUHP) stake by 7.5% in Q2 2026, buying an estimated $212K and bringing the position to 76,160 shares worth $3.18M. The position accounts for 0.16% of the portfolio, ranked #140.

NWAM LLC first reported a position in DUHP in Q2 2022 and has held it in 16 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • NWAM LLC held 76,160 shares of Dimensional US High Profitability ETF worth $3.18M as of Q2 2026.
  • NWAM LLC bought 5,319 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $212K.
  • Dimensional US High Profitability ETF made up 0.16% of NWAM LLC's portfolio in Q2 2026, its #140 holding.
  • NWAM LLC first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 16 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on NWAM LLC's 13F filing for Q2 2026, filed 23 Jul 2026.