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OneDigital Investment Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

OneDigital Investment Advisors’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 		$33.8M Sell
919,939
-22,893
-2% -$878K 0.33% 58
2025
Q4 		$35.9M Sell
942,832
-37,571
-4% -$1.42M 0.35% 53
2025
Q3 		$37M Sell
980,403
-28,162
-3% -$1.03M 0.38% 51
2025
Q2 		$35.9M Sell
1,008,565
-106,439
-10% -$3.55M 0.4% 51
2025
Q1 		$37M Sell
1,115,004
-73,594
-6% -$2.53M 0.44% 43
2024
Q4 		$40.2M Sell
1,188,598
-119,703
-9% -$4.14M 0.47% 45
2024
Q3 		$44.6M Sell
1,308,301
-62,439
-5% -$2.04M 0.51% 39
2024
Q2 		$43.8M Sell
1,370,740
-6,758
-0.5% -$210K 0.55% 39
2024
Q1 		$43.5M Buy
1,377,498
+287,298
+26% +$8.61M 0.68% 34
2023
Q4 		$31.2M Buy
1,090,200
+1,054,773
+2,977% +$28.2M 0.55% 42
2023
Q3 		$910K Buy
35,427
+19,579
+124% +$523K 0.02% 447
2023
Q2 		$421K Buy
+15,848
New +$400K 0.01% 698

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

OneDigital Investment Advisors's DUHP Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Dimensional US High Profitability ETF (DUHP) stake by 2.4% in Q1 2026, selling an estimated $878K and leaving 919,939 shares worth $33.8M. The position accounts for 0.33% of the portfolio, ranked #58.

OneDigital Investment Advisors first reported a position in DUHP in Q2 2023 and has held it in 12 quarters since. The position peaked at $44.6M in Q3 2024. 537 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • OneDigital Investment Advisors held 919,939 shares of Dimensional US High Profitability ETF worth $33.8M as of Q1 2026.
  • OneDigital Investment Advisors sold 22,893 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $878K.
  • Dimensional US High Profitability ETF made up 0.33% of OneDigital Investment Advisors's portfolio in Q1 2026, its #58 holding.
  • OneDigital Investment Advisors first reported a position in Dimensional US High Profitability ETF in Q2 2023 and has held it in 12 quarters since.
  • OneDigital Investment Advisors's Dimensional US High Profitability ETF position peaked at $44.6M in Q3 2024.
  • 537 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.