SWP
DUHP icon

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

Summit 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 		$728K Sell
19,813
-2,042
-9% -$78.3K 0.12% 127
2025
Q4 		$831K Buy
21,855
+923
+4% +$35K 0.15% 90
2025
Q3 		$791K Buy
20,932
+2,316
+12% +$84.9K 0.14% 97
2025
Q2 		$662K Buy
18,616
+6,165
+50% +$206K 0.13% 111
2025
Q1 		$413K Buy
12,451
+588
+5% +$20.2K 0.08% 143
2024
Q4 		$401K Sell
11,863
-3,829
-24% -$132K 0.08% 140
2024
Q3 		$535K Buy
15,692
+911
+6% +$29.8K 0.1% 135
2024
Q2 		$473K Buy
14,781
+1,621
+12% +$50.4K 0.1% 138
2024
Q1 		$416K Hold
13,160
– – 0.09% 142
2023
Q4 		$377K Buy
13,160
+2,412
+22% +$64.5K 0.09% 139
2023
Q3 		$276K Buy
+10,748
New +$287K 0.07% 154

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 $24.6B 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