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

SHP 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 Q1	$15.6K	Buy	+424	New	+$16.3K	﹤0.01%	791

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $6.97B AUM 16.14% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

SHP Wealth Management's DUHP Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Dimensional US High Profitability ETF (DUHP) in Q1 2026: 424 shares worth $15.6K. The stake represents ﹤0.01% of the portfolio and ranks #791 among its holdings.

539 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

SHP Wealth Management held 424 shares of Dimensional US High Profitability ETF worth $15.6K as of Q1 2026.
Dimensional US High Profitability ETF was a new SHP Wealth Management position in Q1 2026.
Dimensional US High Profitability ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #791 holding.
539 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.