Rockefeller Capital Management
DUHP icon

Rockefeller Capital Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Rockefeller Capital 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 		$6.34M Sell
151,985
-16,616
-10% -$663K 0.01% 868
2026
Q1 		$6.2M Buy
168,601
+5,091
+3% +$195K 0.01% 842
2025
Q4 		$6.22M Buy
163,510
+1,963
+1% +$74.4K 0.01% 801
2025
Q3 		$6.1M Buy
161,547
+5,754
+4% +$211K 0.01% 762
2025
Q2 		$5.54M Sell
155,793
-43
-0% -$1.44K 0.01% 759
2025
Q1 		$5.16M Sell
155,836
-23,304
-13% -$801K 0.01% 729
2024
Q4 		$6.05M Buy
179,140
+39,661
+28% +$1.37M 0.02% 670
2024
Q3 		$4.75M Buy
139,479
+1,673
+1% +$54.8K 0.01% 720
2024
Q2 		$4.41M Buy
137,806
+12,799
+10% +$398K 0.01% 727
2024
Q1 		$3.95M Sell
125,007
-35,279
-22% -$1.06M 0.01% 764
2023
Q4 		$4.59M Buy
160,286
+11,809
+8% +$316K 0.02% 662
2023
Q3 		$3.81M Buy
148,477
+1,397
+0.9% +$37.3K 0.01% 641
2023
Q2 		$3.9M Hold
147,080
– – 0.02% 654
2023
Q1 		$3.7M Hold
147,080
– – 0.02% 638
2022
Q4 		$3.53M Buy
147,080
+146,744
+43,674% +$3.48M 0.02% 597
2022
Q3 		$7K Buy
+336
New +$7.95K ﹤0.01% 3221

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 22.9% 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

Rockefeller Capital Management's DUHP Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Dimensional US High Profitability ETF (DUHP) stake by 9.9% in Q2 2026, selling an estimated $663K and leaving 151,985 shares worth $6.34M. The position accounts for 0.01% of the portfolio, ranked #868.

Rockefeller Capital Management first reported a position in DUHP in Q3 2022 and has held it in 16 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Rockefeller Capital Management held 151,985 shares of Dimensional US High Profitability ETF worth $6.34M as of Q2 2026.
  • Rockefeller Capital Management sold 16,616 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $663K.
  • Dimensional US High Profitability ETF made up 0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #868 holding.
  • Rockefeller Capital Management first reported a position in Dimensional US High Profitability ETF in Q3 2022 and has held it in 16 quarters since.
  • 561 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.