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

Spire 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
-1,650
Closed -$60.7K – 2269
2026
Q1 		$60.7K Sell
1,650
-12,150
-88% -$466K ﹤0.01% 1114
2025
Q4 		$525K Hold
13,800
– – 0.02% 534
2025
Q3 		$521K Sell
13,800
-153
-1% -$5.61K 0.02% 518
2025
Q2 		$496K Hold
13,953
– – 0.02% 508
2025
Q1 		$462K Buy
+13,953
New +$479K 0.01% 581
2024
Q3 		– Sell
-16,587
Closed -$531K – 2194
2024
Q2 		$531K Buy
16,587
+285
+2% +$8.86K 0.02% 475
2024
Q1 		$515K Buy
16,302
+229
+1% +$6.87K 0.01% 506
2023
Q4 		$467K Buy
16,073
+8,708
+118% +$233K 0.02% 531
2023
Q3 		$189K Buy
7,365
+1,680
+30% +$44.9K 0.01% 725
2023
Q2 		$151K Buy
5,685
+78
+1% +$1.97K 0.01% 818
2023
Q1 		$141K Buy
5,607
+4,938
+738% +$122K 0.01% 850
2022
Q4 		$16K Buy
+669
New +$15.9K ﹤0.01% 1452

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

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

Spire Wealth Management sold out of Dimensional US High Profitability ETF (DUHP) in Q2 2026, closing a stake of 1,650 shares — an estimated $60.7K sold.

Spire Wealth Management first reported a position in DUHP in Q4 2022 and held it in 12 quarters. The position peaked at $531K in Q2 2024. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Spire Wealth Management reported no remaining Dimensional US High Profitability ETF position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 1,650 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $60.7K.
  • Spire Wealth Management first reported a position in Dimensional US High Profitability ETF in Q4 2022 and held it in 12 quarters.
  • Spire Wealth Management's Dimensional US High Profitability ETF position peaked at $531K in Q2 2024.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.