VPWA
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Vestia Personal Wealth Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Vestia Personal Wealth Advisors’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 		$1.76M Buy
42,172
+19,849
+89% +$792K 0.69% 25
2026
Q1 		$821K Buy
+22,323
New +$856K 0.39% 37

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Vestia Personal Wealth Advisors's DUHP Position: Q2 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 89% in Q2 2026, buying an estimated $792K and bringing the position to 42,172 shares worth $1.76M. The position accounts for 0.69% of the portfolio, ranked #25.

Vestia Personal Wealth Advisors first reported a position in DUHP in Q1 2026 and has held it in 2 quarters since. 430 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Vestia Personal Wealth Advisors held 42,172 shares of Dimensional US High Profitability ETF worth $1.76M as of Q2 2026.
  • Vestia Personal Wealth Advisors bought 19,849 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $792K.
  • Dimensional US High Profitability ETF made up 0.69% of Vestia Personal Wealth Advisors's portfolio in Q2 2026, its #25 holding.
  • Vestia Personal Wealth Advisors first reported a position in Dimensional US High Profitability ETF in Q1 2026 and has held it in 2 quarters since.
  • 430 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.