Tradewinds Capital Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Tradewinds Capital 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	$133K	Hold	3,191	–	–	0.02%	139
2026 Q1	$117K	Hold	3,191	–	–	0.02%	140
2025 Q4	$121K	Hold	3,191	–	–	0.03%	135
2025 Q3	$121K	Hold	3,191	–	–	0.03%	132
2025 Q2	$113K	Hold	3,191	–	–	0.03%	127
2025 Q1	$106K	Buy	+3,191	New	+$110K	0.03%	137

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

Tradewinds Capital Management's DUHP Position: Q2 2026 in Review

Tradewinds Capital Management held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 3,191 shares worth $133K. The position accounts for 0.02% of the portfolio, ranked #139.

Tradewinds Capital Management first reported a position in DUHP in Q1 2025 and has held it in 6 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Tradewinds Capital Management held 3,191 shares of Dimensional US High Profitability ETF worth $133K as of Q2 2026.
Tradewinds Capital Management left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
Dimensional US High Profitability ETF made up 0.02% of Tradewinds Capital Management's portfolio in Q2 2026, its #139 holding.
Tradewinds Capital Management first reported a position in Dimensional US High Profitability ETF in Q1 2025 and has held it in 6 quarters since.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.