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Pinnacle Associates’s Dimensional US High Profitability ETF DUHP Stock Holding History

Pinnacle Associates’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 		$16.7M Buy
399,989
+4,412
+1% +$176K 0.18% 123
2026
Q1 		$14.5M Sell
395,577
-1,914
-0.5% -$73.4K 0.19% 122
2025
Q4 		$15.1M Buy
397,491
+733
+0.2% +$27.8K 0.19% 114
2025
Q3 		$15M Buy
396,758
+1,442
+0.4% +$52.9K 0.2% 114
2025
Q2 		$14.1M Buy
395,316
+30,721
+8% +$1.03M 0.2% 108
2025
Q1 		$12.1M Sell
364,595
-8,190
-2% -$281K 0.18% 123
2024
Q4 		$12.6M Sell
372,785
-13,777
-4% -$477K 0.17% 125
2024
Q3 		$11.1M Buy
386,562
+12,651
+3% +$414K 0.19% 138
2024
Q2 		$12M Sell
373,911
-10,285
-3% -$320K 0.19% 124
2024
Q1 		$12.1M Sell
384,196
-2,366
-0.6% -$70.9K 0.19% 133
2023
Q4 		$11.1M Buy
386,562
+3,068
+0.8% +$82.1K 0.19% 140
2023
Q3 		$9.85M Buy
383,494
+10,229
+3% +$273K 0.18% 140
2023
Q2 		$9.91M Buy
373,265
+42,700
+13% +$1.08M 0.17% 149
2023
Q1 		$8.31M Buy
+330,565
New +$8.18M 0.17% 148

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

Pinnacle Associates's DUHP Position: Q2 2026 in Review

Pinnacle Associates increased its Dimensional US High Profitability ETF (DUHP) stake by 1.1% in Q2 2026, buying an estimated $176K and bringing the position to 399,989 shares worth $16.7M. The position accounts for 0.18% of the portfolio, ranked #123.

Pinnacle Associates first reported a position in DUHP in Q1 2023 and has held it in 14 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Pinnacle Associates held 399,989 shares of Dimensional US High Profitability ETF worth $16.7M as of Q2 2026.
  • Pinnacle Associates bought 4,412 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $176K.
  • Dimensional US High Profitability ETF made up 0.18% of Pinnacle Associates's portfolio in Q2 2026, its #123 holding.
  • Pinnacle Associates first reported a position in Dimensional US High Profitability ETF in Q1 2023 and has held it in 14 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Pinnacle Associates's 13F filing for Q2 2026, filed 3 Aug 2026.