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

SpringVest 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 		$972K Sell
26,441
-710
-3% -$27.2K 0.66% 26
2025
Q4 		$1.03M Buy
27,151
+2,088
+8% +$79.1K 0.72% 22
2025
Q3 		$947K Buy
25,063
+155
+0.6% +$5.68K 0.7% 24
2025
Q2 		$886K Buy
24,908
+255
+1% +$8.51K 0.72% 24
2025
Q1 		$817K Buy
24,653
+533
+2% +$18.3K 0.68% 24
2024
Q4 		$815K Buy
+24,120
New +$835K 0.7% 25

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

SpringVest Wealth Management reduced its Dimensional US High Profitability ETF (DUHP) stake by 2.6% in Q1 2026, selling an estimated $27.2K and leaving 26,441 shares worth $972K. The position accounts for 0.66% of the portfolio, ranked #26.

SpringVest Wealth Management first reported a position in DUHP in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.03M in Q4 2025. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • SpringVest Wealth Management held 26,441 shares of Dimensional US High Profitability ETF worth $972K as of Q1 2026.
  • SpringVest Wealth Management sold 710 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $27.2K.
  • Dimensional US High Profitability ETF made up 0.66% of SpringVest Wealth Management's portfolio in Q1 2026, its #26 holding.
  • SpringVest Wealth Management first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 6 quarters since.
  • SpringVest Wealth Management's Dimensional US High Profitability ETF position peaked at $1.03M in Q4 2025.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on SpringVest Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.