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

Rialto 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 		$64.5K Sell
1,545
-218
-12% -$8.7K 0.01% 303
2026
Q1 		$64.8K Sell
1,763
-224
-11% -$8.59K 0.01% 257
2025
Q4 		$75.6K Hold
1,987
– – 0.02% 248
2025
Q3 		$75K Sell
1,987
-201
-9% -$7.37K 0.02% 232
2025
Q2 		$77.8K Hold
2,188
– – 0.02% 224
2025
Q1 		$72.5K Hold
2,188
– – 0.02% 226
2024
Q4 		$73.9K Buy
+2,188
New +$75.7K 0.02% 223

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

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

Rialto Wealth Management reduced its Dimensional US High Profitability ETF (DUHP) stake by 12% in Q2 2026, selling an estimated $8.7K and leaving 1,545 shares worth $64.5K. The position accounts for 0.01% of the portfolio, ranked #303.

Rialto Wealth Management first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. The position peaked at $77.8K in Q2 2025. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Rialto Wealth Management held 1,545 shares of Dimensional US High Profitability ETF worth $64.5K as of Q2 2026.
  • Rialto Wealth Management sold 218 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $8.7K.
  • Dimensional US High Profitability ETF made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #303 holding.
  • Rialto Wealth Management first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 7 quarters since.
  • Rialto Wealth Management's Dimensional US High Profitability ETF position peaked at $77.8K in Q2 2025.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.