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

Sterling 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	$28M	Buy	670,845 +23,740	+4%	+$947K	6.96%	2
2026 Q1	$23.8M	Buy	647,105 +34,565	+6%	+$1.33M	6.53%	4
2025 Q4	$23.3M	Buy	612,540 +83,090	+16%	+$3.15M	6.65%	4
2025 Q3	$20M	Buy	529,450 +71,844	+16%	+$2.63M	6.06%	3
2025 Q2	$16.3M	Buy	+457,606	New	+$15.3M	5.55%	3
2024 Q4	$11.8M	Buy	350,441 +74,521	+27%	+$2.58M	4.37%	6
2024 Q3	$9.4M	Buy	275,920 +206,375	+297%	+$6.76M	3.51%	10
2024 Q2	$2.22M	Buy	+69,545	New	+$2.16M	1.06%	21

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

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

Sterling Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 3.7% in Q2 2026, buying an estimated $947K and bringing the position to 670,845 shares worth $28M. The position accounts for 6.96% of the portfolio, ranked #2.

Sterling Wealth Management first reported a position in DUHP in Q2 2024 and has held it in 8 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Sterling Wealth Management held 670,845 shares of Dimensional US High Profitability ETF worth $28M as of Q2 2026.
Sterling Wealth Management bought 23,740 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $947K.
Dimensional US High Profitability ETF made up 6.96% of Sterling Wealth Management's portfolio in Q2 2026, its #2 holding.
Sterling Wealth Management first reported a position in Dimensional US High Profitability ETF in Q2 2024 and has held it in 8 quarters since.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.