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True Wealth Design’s Dimensional US High Profitability ETF DUHP Stock Holding History

True Wealth Design’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 		$32.7M Buy
784,807
+63,767
+9% +$2.54M 7.79% 4
2026
Q1 		$26.5M Buy
721,040
+26,471
+4% +$1.02M 7.35% 4
2025
Q4 		$26.4M Sell
694,569
-10,195
-1% -$386K 7.74% 4
2025
Q3 		$26.6M Buy
704,764
+918
+0.1% +$33.7K 8.13% 4
2025
Q2 		$25M Sell
703,846
-59,421
-8% -$1.98M 8.82% 4
2025
Q1 		$25.3M Sell
763,267
-7,449
-1% -$256K 9.63% 4
2024
Q4 		$26M Sell
770,716
-221
-0% -$7.65K 10.1% 4
2024
Q3 		$26.3M Sell
770,937
-169,759
-18% -$5.56M 10.26% 4
2024
Q2 		$30.1M Buy
940,696
+16,897
+2% +$525K 7.44% 4
2024
Q1 		$29.2M Buy
923,799
+122,130
+15% +$3.66M 7.28% 4
2023
Q4 		$22.9M Buy
801,669
+79,229
+11% +$2.12M 6.46% 4
2023
Q3 		$18.6M Buy
722,440
+109,091
+18% +$2.92M 6.21% 5
2023
Q2 		$16.3M Buy
613,349
+58,276
+10% +$1.47M 5.95% 5
2023
Q1 		$14M Buy
555,073
+53,765
+11% +$1.33M 5.85% 4
2022
Q4 		$12M Buy
+501,308
New +$11.9M 5.57% 4

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

True Wealth Design's DUHP Position: Q2 2026 in Review

True Wealth Design increased its Dimensional US High Profitability ETF (DUHP) stake by 8.8% in Q2 2026, buying an estimated $2.54M and bringing the position to 784,807 shares worth $32.7M. The position accounts for 7.79% of the portfolio, ranked #4.

True Wealth Design first reported a position in DUHP in Q4 2022 and has held it in 15 quarters since. 106 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • True Wealth Design held 784,807 shares of Dimensional US High Profitability ETF worth $32.7M as of Q2 2026.
  • True Wealth Design bought 63,767 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $2.54M.
  • Dimensional US High Profitability ETF made up 7.79% of True Wealth Design's portfolio in Q2 2026, its #4 holding.
  • True Wealth Design first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 15 quarters since.
  • 106 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.