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

Perigon 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	$453K	Hold	10,852	–	–	0.01%	935
2026 Q1	$399K	Hold	10,852	–	–	0.01%	903
2025 Q4	$413K	Hold	10,852	–	–	0.01%	872
2025 Q3	$410K	Hold	10,852	–	–	0.01%	820
2025 Q2	$386K	Hold	10,852	–	–	0.01%	753
2025 Q1	$360K	Buy	10,852 +91	+0.8%	+$3.13K	0.01%	744
2024 Q4	$369K	Buy	10,761 +684	+7%	+$23.7K	0.01%	742
2024 Q3	$343K	Sell	10,077 -209	-2%	-$6.84K	0.01%	736
2024 Q2	$329K	Buy	+10,286	New	+$320K	0.01%	658

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Perigon Wealth Management held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 10,852 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #935.

Perigon Wealth Management first reported a position in DUHP in Q2 2024 and has held it in 9 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Perigon Wealth Management held 10,852 shares of Dimensional US High Profitability ETF worth $453K as of Q2 2026.
Perigon Wealth Management left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
Dimensional US High Profitability ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #935 holding.
Perigon Wealth Management first reported a position in Dimensional US High Profitability ETF in Q2 2024 and has held it in 9 quarters since.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.