Sequoia Financial Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Sequoia Financial 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	$34.4M	Buy	824,569 +4,221	+0.5%	+$168K	0.17%	94
2026 Q1	$30.2M	Sell	820,348 -33,019	-4%	-$1.27M	0.17%	100
2025 Q4	$32.5M	Sell	853,367 -71,935	-8%	-$2.72M	0.18%	94
2025 Q3	$34.9M	Buy	925,302 +8,213	+0.9%	+$301K	0.21%	90
2025 Q2	$32.6M	Sell	917,089 -110,107	-11%	-$3.68M	0.22%	91
2025 Q1	$34M	Buy	1,027,196 +58,099	+6%	+$2M	0.26%	82
2024 Q4	$32.7M	Buy	969,097 +2,372	+0.2%	+$82.1K	0.32%	72
2024 Q3	$32.9M	Buy	966,725 +104,573	+12%	+$3.42M	0.35%	69
2024 Q2	$27.6M	Buy	862,152 +33,445	+4%	+$1.04M	0.33%	72
2024 Q1	$26.2M	Buy	828,707 +37,664	+5%	+$1.13M	0.33%	72
2023 Q4	$22.6M	Buy	791,043 +117,565	+17%	+$3.15M	0.28%	76
2023 Q3	$17.3M	Buy	673,478 +75,494	+13%	+$2.02M	0.3%	66
2023 Q2	$15.9M	Buy	597,984 +190,046	+47%	+$4.8M	0.27%	73
2023 Q1	$10.3M	Buy	407,938 +370,947	+1,003%	+$9.18M	0.23%	88
2022 Q4	$888K	Buy	+36,991	New	+$877K	0.02%	311

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Sequoia Financial Advisors's DUHP Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 0.51% in Q2 2026, buying an estimated $168K and bringing the position to 824,569 shares worth $34.4M. The position accounts for 0.17% of the portfolio, ranked #94.

Sequoia Financial Advisors first reported a position in DUHP in Q4 2022 and has held it in 15 quarters since. The position peaked at $34.9M in Q3 2025. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Sequoia Financial Advisors held 824,569 shares of Dimensional US High Profitability ETF worth $34.4M as of Q2 2026.
Sequoia Financial Advisors bought 4,221 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $168K.
Dimensional US High Profitability ETF made up 0.17% of Sequoia Financial Advisors's portfolio in Q2 2026, its #94 holding.
Sequoia Financial Advisors first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 15 quarters since.
Sequoia Financial Advisors's Dimensional US High Profitability ETF position peaked at $34.9M in Q3 2025.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.