SWP
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Strategic Wealth Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

Strategic Wealth Partners’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 		$36.9K Buy
885
+6
+0.7% +$239 ﹤0.01% 595
2026
Q1 		$32.3K Buy
879
+9
+1% +$345 ﹤0.01% 599
2025
Q4 		$33.1K Sell
870
-3,109
-78% -$118K ﹤0.01% 595
2025
Q3 		$150K Buy
+3,979
New +$146K 0.01% 373

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

Strategic Wealth Partners's DUHP Position: Q2 2026 in Review

Strategic Wealth Partners increased its Dimensional US High Profitability ETF (DUHP) stake by 0.68% in Q2 2026, buying an estimated $239 and bringing the position to 885 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Strategic Wealth Partners first reported a position in DUHP in Q3 2025 and has held it in 4 quarters since. The position peaked at $150K in Q3 2025. 560 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Strategic Wealth Partners held 885 shares of Dimensional US High Profitability ETF worth $36.9K as of Q2 2026.
  • Strategic Wealth Partners bought 6 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $239.
  • Dimensional US High Profitability ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #595 holding.
  • Strategic Wealth Partners first reported a position in Dimensional US High Profitability ETF in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Partners's Dimensional US High Profitability ETF position peaked at $150K in Q3 2025.
  • 560 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.