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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
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
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

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

Sterling Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 5.6% in Q1 2026, buying an estimated $1.33M and bringing the position to 647,105 shares worth $23.8M. The position accounts for 6.53% of the portfolio, ranked #4.

Sterling Wealth Management first reported a position in DUHP in Q2 2024 and has held it in 7 quarters since. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Sterling Wealth Management held 647,105 shares of Dimensional US High Profitability ETF worth $23.8M as of Q1 2026.
  • Sterling Wealth Management bought 34,565 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $1.33M.
  • Dimensional US High Profitability ETF made up 6.53% of Sterling Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Sterling Wealth Management first reported a position in Dimensional US High Profitability ETF in Q2 2024 and has held it in 7 quarters since.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.