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

Riverchase 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 		$15.4M Buy
368,577
+11,450
+3% +$457K 7.17% 7
2026
Q1 		$13.1M Buy
357,127
+31,681
+10% +$1.22M 6.84% 7
2025
Q4 		$12.4M Buy
325,446
+1,139
+0.4% +$43.1K 6.72% 7
2025
Q3 		$12.2M Buy
324,307
+38,131
+13% +$1.4M 6.94% 7
2025
Q2 		$10.2M Buy
286,176
+46,549
+19% +$1.55M 6.46% 7
2025
Q1 		$7.94M Buy
239,627
+171,222
+250% +$5.88M 5.56% 7
2024
Q4 		$2.31M Buy
+68,405
New +$2.37M 1.73% 11

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

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

Riverchase Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 3.2% in Q2 2026, buying an estimated $457K and bringing the position to 368,577 shares worth $15.4M. The position accounts for 7.17% of the portfolio, ranked #7.

Riverchase Wealth Management first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. 183 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Riverchase Wealth Management held 368,577 shares of Dimensional US High Profitability ETF worth $15.4M as of Q2 2026.
  • Riverchase Wealth Management bought 11,450 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $457K.
  • Dimensional US High Profitability ETF made up 7.17% of Riverchase Wealth Management's portfolio in Q2 2026, its #7 holding.
  • Riverchase Wealth Management first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 7 quarters since.
  • 183 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Riverchase Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.