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Summit Wealth Group (Colorado)’s Dimensional US High Profitability ETF DUHP Stock Holding History

Summit Wealth Group (Colorado)’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 		$12.3M Sell
333,490
-22,170
-6% -$850K 1.29% 14
2025
Q4 		$13.5M Buy
355,660
+351,494
+8,437% +$13.3M 1.79% 10
2025
Q3 		$1.77M Sell
4,166
-345,907
-99% -$12.7M 0.27% 60
2025
Q2 		$12.4M Buy
+350,073
New +$11.7M 3.13% 4

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

Summit Wealth Group (Colorado)'s DUHP Position: Q1 2026 in Review

Summit Wealth Group (Colorado) reduced its Dimensional US High Profitability ETF (DUHP) stake by 6.2% in Q1 2026, selling an estimated $850K and leaving 333,490 shares worth $12.3M. The position accounts for 1.29% of the portfolio, ranked #14.

Summit Wealth Group (Colorado) first reported a position in DUHP in Q2 2025 and has held it in 4 quarters since. The position peaked at $13.5M in Q4 2025. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Summit Wealth Group (Colorado) held 333,490 shares of Dimensional US High Profitability ETF worth $12.3M as of Q1 2026.
  • Summit Wealth Group (Colorado) sold 22,170 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $850K.
  • Dimensional US High Profitability ETF made up 1.29% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #14 holding.
  • Summit Wealth Group (Colorado) first reported a position in Dimensional US High Profitability ETF in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Dimensional US High Profitability ETF position peaked at $13.5M in Q4 2025.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.