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Sax Wealth Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Sax Wealth Advisors’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 		$24.3M Sell
661,497
-45,418
-6% -$1.81M 0.99% 18
2026
Q1 		$26.9M Sell
706,915
-2,285
-0.3% -$87.6K 1.3% 15
2025
Q4 		$27M Buy
709,200
+20,831
+3% +$789K 1.27% 16
2025
Q3 		$26M Sell
688,369
-43,824
-6% -$1.61M 1.4% 15
2025
Q2 		$26M Buy
732,193
+19,704
+3% +$658K 1.57% 13
2025
Q1 		$23.6M Sell
712,489
-25,045
-3% -$861K 1.69% 13
2024
Q4 		$24.9M Sell
737,534
-221,110
-23% -$7.65M 1.95% 11
2024
Q3 		$32.7M Buy
958,644
+39,992
+4% +$1.31M 2.91% 11
2024
Q2 		$29.4M Buy
918,652
+123,564
+16% +$3.84M 2.8% 10
2024
Q1 		$25.1M Buy
795,088
+149,229
+23% +$4.47M 2.94% 10
2023
Q4 		$18.5M Buy
645,859
+177,632
+38% +$4.75M 3.02% 8
2023
Q3 		$12M Buy
468,227
+66,389
+17% +$1.77M 2.37% 10
2023
Q2 		$10.7M Buy
401,838
+53,203
+15% +$1.34M 2.13% 12
2023
Q1 		$8.76M Buy
348,635
+51,612
+17% +$1.28M 1.9% 14
2022
Q4 		$7.13M Buy
297,023
+23,538
+9% +$558K 1.65% 15
2022
Q3 		$5.84M Buy
273,485
+146,585
+116% +$3.47M 1.5% 17
2022
Q2 		$2.85M Buy
+126,900
New +$3.09M 0.73% 26

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

Sax Wealth Advisors's DUHP Position: Q2 2026 in Review

Sax Wealth Advisors reduced its Dimensional US High Profitability ETF (DUHP) stake by 6.4% in Q2 2026, selling an estimated $1.81M and leaving 661,497 shares worth $24.3M. The position accounts for 0.99% of the portfolio, ranked #18.

Sax Wealth Advisors first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. The position peaked at $32.7M in Q3 2024. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Sax Wealth Advisors held 661,497 shares of Dimensional US High Profitability ETF worth $24.3M as of Q2 2026.
  • Sax Wealth Advisors sold 45,418 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $1.81M.
  • Dimensional US High Profitability ETF made up 0.99% of Sax Wealth Advisors's portfolio in Q2 2026, its #18 holding.
  • Sax Wealth Advisors first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 17 quarters since.
  • Sax Wealth Advisors's Dimensional US High Profitability ETF position peaked at $32.7M in Q3 2024.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.