SWP
DUHP icon

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

Stratos 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 		$359K Buy
+8,613
New +$344K ﹤0.01% 1306
2026
Q1 		– Sell
-6,389
Closed -$243K – 1643
2025
Q4 		$243K Buy
6,389
+14
+0.2% +$530 ﹤0.01% 1410
2025
Q3 		$241K Buy
+6,375
New +$234K ﹤0.01% 1360
2025
Q1 		– Sell
-6,658
Closed -$225K – 1399
2024
Q4 		$225K Buy
+6,658
New +$230K ﹤0.01% 1290

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

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

Stratos Wealth Partners opened a new position in Dimensional US High Profitability ETF (DUHP) in Q2 2026: 8,613 shares worth $359K. The stake represents ﹤0.01% of the portfolio and ranks #1306 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in DUHP as recently as Q4 2025.

Stratos Wealth Partners first reported a position in DUHP in Q4 2024 and has held it in 4 quarters since. 560 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Stratos Wealth Partners held 8,613 shares of Dimensional US High Profitability ETF worth $359K as of Q2 2026.
  • Dimensional US High Profitability ETF was a new Stratos Wealth Partners position in Q2 2026.
  • Dimensional US High Profitability ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1306 holding.
  • Stratos Wealth Partners first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 4 quarters since.
  • 560 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.