TWM
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Thrive Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Thrive Wealth Management’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 		$270K Hold
6,468
– – 0.03% 207
2026
Q1 		$238K Buy
+6,468
New +$248K 0.04% 207

Other funds holding DUHP

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
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Thrive Wealth Management's DUHP Position: Q2 2026 in Review

Thrive Wealth Management held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 6,468 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #207.

Thrive Wealth Management first reported a position in DUHP in Q1 2026 and has held it in 2 quarters since. 106 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Thrive Wealth Management held 6,468 shares of Dimensional US High Profitability ETF worth $270K as of Q2 2026.
  • Thrive Wealth Management left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
  • Dimensional US High Profitability ETF made up 0.03% of Thrive Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Thrive Wealth Management first reported a position in Dimensional US High Profitability ETF in Q1 2026 and has held it in 2 quarters since.
  • 106 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.