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

Raffa 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 		$13.3M Buy
317,648
+32,070
+11% +$1.28M 1.67% 14
2026
Q1 		$10.5M Buy
285,578
+12,280
+4% +$471K 1.64% 14
2025
Q4 		$10.4M Buy
273,298
+3,688
+1% +$140K 1.6% 14
2025
Q3 		$10.2M Sell
269,610
-42,037
-13% -$1.54M 1.83% 11
2025
Q2 		$11.1M Buy
311,647
+12,658
+4% +$423K 2.22% 10
2025
Q1 		$9.91M Buy
298,989
+31,252
+12% +$1.07M 2.25% 10
2024
Q4 		$9.05M Buy
267,737
+77,907
+41% +$2.7M 2.11% 9
2024
Q3 		$6.47M Buy
189,830
+32,348
+21% +$1.06M 1.56% 11
2024
Q2 		$5.04M Buy
157,482
+17,668
+13% +$549K 1.43% 16
2024
Q1 		$4.42M Buy
139,814
+11,450
+9% +$343K 1.32% 16
2023
Q4 		$3.67M Buy
128,364
+3,293
+3% +$88.1K 1.12% 20
2023
Q3 		$3.21M Buy
125,071
+29,181
+30% +$780K 1.09% 21
2023
Q2 		$2.54M Buy
95,890
+51,418
+116% +$1.3M 0.87% 21
2023
Q1 		$1.12M Buy
+44,472
New +$1.1M 0.41% 30

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Raffa Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 11% in Q2 2026, buying an estimated $1.28M and bringing the position to 317,648 shares worth $13.3M. The position accounts for 1.67% of the portfolio, ranked #14.

Raffa Wealth Management first reported a position in DUHP in Q1 2023 and has held it in 14 quarters since. 541 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Raffa Wealth Management held 317,648 shares of Dimensional US High Profitability ETF worth $13.3M as of Q2 2026.
  • Raffa Wealth Management bought 32,070 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $1.28M.
  • Dimensional US High Profitability ETF made up 1.67% of Raffa Wealth Management's portfolio in Q2 2026, its #14 holding.
  • Raffa Wealth Management first reported a position in Dimensional US High Profitability ETF in Q1 2023 and has held it in 14 quarters since.
  • 541 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.