TWP
DUHP icon

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

Triad 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
Q2 		$2.07M Buy
49,678
+11,674
+31% +$466K 0.12% 117
2026
Q1 		$1.4M Buy
38,004
+6,542
+21% +$251K 0.11% 133
2025
Q4 		$1.2M Buy
31,462
+6,795
+28% +$257K 0.11% 137
2025
Q3 		$932K Buy
24,667
+4,617
+23% +$169K 0.12% 121
2025
Q2 		$713K Buy
20,050
+10,688
+114% +$357K 0.14% 111
2025
Q1 		$310K Buy
+9,362
New +$322K 0.1% 156

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Triad Wealth Partners's DUHP Position: Q2 2026 in Review

Triad Wealth Partners increased its Dimensional US High Profitability ETF (DUHP) stake by 31% in Q2 2026, buying an estimated $466K and bringing the position to 49,678 shares worth $2.07M. The position accounts for 0.12% of the portfolio, ranked #117.

Triad Wealth Partners 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.

  • Triad Wealth Partners held 49,678 shares of Dimensional US High Profitability ETF worth $2.07M as of Q2 2026.
  • Triad Wealth Partners bought 11,674 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $466K.
  • Dimensional US High Profitability ETF made up 0.12% of Triad Wealth Partners's portfolio in Q2 2026, its #117 holding.
  • Triad Wealth Partners 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 Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.