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Rothschild Investment LLC’s Dimensional US High Profitability ETF DUHP Stock Holding History

Rothschild Investment LLC’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 		$24.3K Hold
582
– – ﹤0.01% 1476
2026
Q1 		$21.4K Sell
582
-532
-48% -$20.4K ﹤0.01% 1394
2025
Q4 		$42.4K Buy
+1,114
New +$42.2K ﹤0.01% 1075

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

Rothschild Investment LLC's DUHP Position: Q2 2026 in Review

Rothschild Investment LLC held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 582 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1476.

Rothschild Investment LLC first reported a position in DUHP in Q4 2025 and has held it in 3 quarters since. The position peaked at $42.4K in Q4 2025. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Rothschild Investment LLC held 582 shares of Dimensional US High Profitability ETF worth $24.3K as of Q2 2026.
  • Rothschild Investment LLC left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
  • Dimensional US High Profitability ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1476 holding.
  • Rothschild Investment LLC first reported a position in Dimensional US High Profitability ETF in Q4 2025 and has held it in 3 quarters since.
  • Rothschild Investment LLC's Dimensional US High Profitability ETF position peaked at $42.4K in Q4 2025.
  • 561 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.