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
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 $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 $7.79B AUM 20.38% 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

Strategic Wealth Partners's DUHP Position: Q1 2026 in Review

Strategic Wealth Partners increased its Dimensional US High Profitability ETF (DUHP) stake by 1% in Q1 2026, buying an estimated $345 and bringing the position to 879 shares worth $32.3K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Strategic Wealth Partners first reported a position in DUHP in Q3 2025 and has held it in 3 quarters since. The position peaked at $150K in Q3 2025. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Strategic Wealth Partners held 879 shares of Dimensional US High Profitability ETF worth $32.3K as of Q1 2026.
  • Strategic Wealth Partners bought 9 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $345.
  • Dimensional US High Profitability ETF made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #599 holding.
  • Strategic Wealth Partners first reported a position in Dimensional US High Profitability ETF in Q3 2025 and has held it in 3 quarters since.
  • Strategic Wealth Partners's Dimensional US High Profitability ETF position peaked at $150K in Q3 2025.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.