Root Financial Partners’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Root Financial Partners’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 Q3	$88M	Buy	2,099,256 +205,959	+11%	+$8.64M	2.95%	9
2026 Q2	$79M	Buy	1,893,297 +569,857	+43%	+$22.7M	3.07%	9
2026 Q1	$48.6M	Buy	1,323,440 +228,460	+21%	+$8.76M	2.25%	11
2025 Q4	$41.6M	Buy	1,094,980 +315,744	+41%	+$12M	2.13%	12
2025 Q3	$29.4M	Buy	779,236 +340,148	+77%	+$12.5M	1.81%	15
2025 Q2	$15.6M	Buy	439,088 +227,081	+107%	+$7.58M	1.51%	17
2025 Q1	$7.03M	Buy	212,007 +197,414	+1,353%	+$6.78M	0.75%	22
2024 Q4	$493K	Buy	14,593 +8	+0.1%	+$277	0.06%	116
2024 Q3	$497K	Sell	14,585 -803	-5%	-$26.3K	0.08%	92
2024 Q2	$492K	Sell	15,388 -5,631	-27%	-$175K	0.12%	67
2024 Q1	$664K	Sell	21,019 -1,284	-6%	-$38.5K	0.2%	47
2023 Q4	$638K	Buy	22,303 +23	+0.1%	+$615	0.24%	43
2023 Q3	$572K	Sell	22,280 -2,690	-11%	-$71.9K	0.3%	39
2023 Q2	$663K	Sell	24,970 -3,648	-13%	-$92.1K	0.39%	31
2023 Q1	$719K	Buy	+28,618	New	+$708K	0.51%	33

Other funds holding DUHP

Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return

Retirement Solution Redmond, Washington $454M AUM 17.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Root Financial Partners's DUHP Position: Q3 2026 in Review

Root Financial Partners increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 11% in Q3 2026, buying an estimated $8.64M and bringing the position to 2,099,256 shares worth $88M. The position accounts for 2.95% of the portfolio, ranked #9.

Root Financial Partners first reported a position in DUHP in Q1 2023 and has held it in 15 quarters since. 147 funds tracked by Wall St. Rank hold DUHP as of Q3 2026.

Root Financial Partners held 2,099,256 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $88M as of Q3 2026.
Root Financial Partners bought 205,959 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q3 2026, an estimated $8.64M.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 2.95% of Root Financial Partners's portfolio in Q3 2026, its #9 holding.
Root Financial Partners first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2023 and has held it in 15 quarters since.
147 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.