SWM
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Selective Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Selective Wealth 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 		– Sell
-5,423
Closed -$211K – 137
2026
Q1 		$211K Buy
+5,423
New +$208K 0.06% 113

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return

Selective Wealth Management's DUHP Position: Q2 2026 in Review

Selective Wealth Management sold out of Dimensional US High Profitability ETF (DUHP) in Q2 2026, closing a stake of 5,423 shares — an estimated $211K sold.

Selective Wealth Management first reported a position in DUHP in Q1 2026 and held it in 1 quarter. The position peaked at $211K in Q1 2026. 261 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Selective Wealth Management reported no remaining Dimensional US High Profitability ETF position as of Q2 2026 after selling out during the quarter.
  • Selective Wealth Management sold 5,423 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $211K.
  • Selective Wealth Management first reported a position in Dimensional US High Profitability ETF in Q1 2026 and held it in 1 quarter.
  • Selective Wealth Management's Dimensional US High Profitability ETF position peaked at $211K in Q1 2026.
  • 261 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Selective Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.