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TCI Wealth Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

TCI Wealth Advisors’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 		$140M Buy
3,354,088
+837,787
+33% +$33.4M 6.06% 5
2026
Q1 		$92.5M Buy
2,516,301
+323,617
+15% +$12.4M 4.91% 5
2025
Q4 		$83.4M Buy
2,192,684
+397,607
+22% +$15.1M 4.6% 6
2025
Q3 		$67.8M Buy
1,795,077
+406,768
+29% +$14.9M 4.05% 7
2025
Q2 		$49.4M Buy
1,388,309
+377,756
+37% +$12.6M 3.38% 9
2025
Q1 		$33.5M Buy
1,010,553
+292,348
+41% +$10M 2.68% 11
2024
Q4 		$24.3M Buy
718,205
+117,106
+19% +$4.05M 2.03% 13
2024
Q3 		$20.5M Buy
601,099
+110,056
+22% +$3.6M 1.73% 16
2024
Q2 		$15.7M Buy
491,043
+136,401
+38% +$4.24M 1.48% 17
2024
Q1 		$11.2M Buy
354,642
+38,596
+12% +$1.16M 1.1% 18
2023
Q4 		$9.04M Buy
316,046
+31,775
+11% +$850K 0.96% 19
2023
Q3 		$7.3M Buy
284,271
+29,755
+12% +$795K 0.93% 17
2023
Q2 		$6.75M Buy
254,516
+21,226
+9% +$536K 0.86% 17
2023
Q1 		$5.86M Buy
233,290
+27,644
+13% +$684K 0.76% 19
2022
Q4 		$4.94M Buy
205,646
+131,990
+179% +$3.13M 0.68% 24
2022
Q3 		$1.57M Buy
73,656
+20,601
+39% +$488K 0.25% 43
2022
Q2 		$1.19M Buy
53,055
+48,620
+1,096% +$1.18M 0.18% 54
2022
Q1 		$117K Buy
+4,435
New +$114K 0.02% 236

Other funds holding DUHP

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
FC
Financial Consulate Hunt Valley, Maryland $899M AUM 20.23% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

TCI Wealth Advisors's DUHP Position: Q2 2026 in Review

TCI Wealth Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 33% in Q2 2026, buying an estimated $33.4M and bringing the position to 3,354,088 shares worth $140M. The position accounts for 6.06% of the portfolio, ranked #5.

TCI Wealth Advisors first reported a position in DUHP in Q1 2022 and has held it in 18 quarters since. 274 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • TCI Wealth Advisors held 3,354,088 shares of Dimensional US High Profitability ETF worth $140M as of Q2 2026.
  • TCI Wealth Advisors bought 837,787 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $33.4M.
  • Dimensional US High Profitability ETF made up 6.06% of TCI Wealth Advisors's portfolio in Q2 2026, its #5 holding.
  • TCI Wealth Advisors first reported a position in Dimensional US High Profitability ETF in Q1 2022 and has held it in 18 quarters since.
  • 274 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.