Tortoise Investment Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Tortoise Investment 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	$7.55M	Buy	180,837 +8,686	+5%	+$347K	0.56%	52
2026 Q1	$6.33M	Buy	172,151 +35,392	+26%	+$1.36M	0.52%	54
2025 Q4	$5.2M	Buy	136,759 +12,333	+10%	+$467K	0.46%	61
2025 Q3	$4.7M	Buy	124,426 +16,063	+15%	+$589K	0.42%	62
2025 Q2	$3.85M	Buy	108,363 +5,279	+5%	+$176K	0.37%	68
2025 Q1	$3.42M	Buy	103,084 +4,003	+4%	+$138K	0.36%	66
2024 Q4	$3.35M	Buy	99,081 +2,678	+3%	+$92.7K	0.35%	70
2024 Q3	$3.28M	Buy	96,403 +2,452	+3%	+$80.3K	0.34%	69
2024 Q2	$3.01M	Buy	93,951 +4,882	+5%	+$152K	0.34%	71
2024 Q1	$2.82M	Buy	89,069 +3,787	+4%	+$114K	0.34%	68
2023 Q4	$2.44M	Buy	85,282 +3,027	+4%	+$81K	0.33%	69
2023 Q3	$2.11M	Buy	82,255 +4,090	+5%	+$109K	0.31%	72
2023 Q2	$2.07M	Buy	78,165 +6,940	+10%	+$175K	0.31%	73
2023 Q1	$1.79M	Sell	71,225 -945	-1%	-$23.4K	0.29%	75
2022 Q4	$1.73M	Buy	72,170 +42,380	+142%	+$1M	0.3%	76
2022 Q3	$636K	Buy	+29,790	New	+$705K	0.12%	111

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Tortoise Investment Management's DUHP Position: Q2 2026 in Review

Tortoise Investment Management increased its Dimensional US High Profitability ETF (DUHP) stake by 5% in Q2 2026, buying an estimated $347K and bringing the position to 180,837 shares worth $7.55M. The position accounts for 0.56% of the portfolio, ranked #52.

Tortoise Investment Management first reported a position in DUHP in Q3 2022 and has held it in 16 quarters since. 561 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Tortoise Investment Management held 180,837 shares of Dimensional US High Profitability ETF worth $7.55M as of Q2 2026.
Tortoise Investment Management bought 8,686 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $347K.
Dimensional US High Profitability ETF made up 0.56% of Tortoise Investment Management's portfolio in Q2 2026, its #52 holding.
Tortoise Investment Management first reported a position in Dimensional US High Profitability ETF in Q3 2022 and has held it in 16 quarters since.
561 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.