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Spurstone Advisory Services’s Dimensional US High Profitability ETF DUHP Stock Holding History

Spurstone Advisory Services’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 		– Sell
-122
Closed -$4.64K – 85
2025
Q4 		$4.64K Hold
122
– – 0.07% 49
2025
Q3 		$4.61K Hold
122
– – 0.07% 61
2025
Q2 		$4.34K Hold
122
– – 0.07% 89
2025
Q1 		$4.04K Hold
122
– – 0.08% 57
2024
Q4 		$4.12K Buy
+122
New +$4.22K 0.08% 50

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 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 $72.2B AUM 27.85% 1-Year Est. Return
Envestnet Asset Management
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Spurstone Advisory Services's DUHP Position: Q1 2026 in Review

Spurstone Advisory Services sold out of Dimensional US High Profitability ETF (DUHP) in Q1 2026, closing a stake of 122 shares — an estimated $4.64K sold.

Spurstone Advisory Services first reported a position in DUHP in Q4 2024 and held it in 5 quarters. The position peaked at $4.64K in Q4 2025. 541 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Spurstone Advisory Services reported no remaining Dimensional US High Profitability ETF position as of Q1 2026 after selling out during the quarter.
  • Spurstone Advisory Services sold 122 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $4.64K.
  • Spurstone Advisory Services first reported a position in Dimensional US High Profitability ETF in Q4 2024 and held it in 5 quarters.
  • Spurstone Advisory Services's Dimensional US High Profitability ETF position peaked at $4.64K in Q4 2025.
  • 541 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.