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Root Financial Partners’s Dimensional US High Profitability ETF 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
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

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

Root Financial Partners's DUHP Position: Q2 2026 in Review

Root Financial Partners increased its Dimensional US High Profitability ETF (DUHP) stake by 43% in Q2 2026, buying an estimated $22.7M and bringing the position to 1,893,297 shares worth $79M. The position accounts for 3.07% of the portfolio, ranked #9.

Root Financial Partners first reported a position in DUHP in Q1 2023 and has held it in 14 quarters since. 559 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Root Financial Partners held 1,893,297 shares of Dimensional US High Profitability ETF worth $79M as of Q2 2026.
  • Root Financial Partners bought 569,857 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $22.7M.
  • Dimensional US High Profitability ETF made up 3.07% of Root Financial Partners's portfolio in Q2 2026, its #9 holding.
  • Root Financial Partners first reported a position in Dimensional US High Profitability ETF in Q1 2023 and has held it in 14 quarters since.
  • 559 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.