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ViaWealth’s Dimensional US High Profitability ETF DUHP Stock Holding History

ViaWealth’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 		$2.47M Buy
59,085
+2,259
+4% +$90.1K 1.24% 20
2026
Q1 		$2.09M Sell
56,826
-379
-0.7% -$14.5K 1.16% 22
2025
Q4 		$2.18M Sell
57,205
-173
-0.3% -$6.55K 1.22% 18
2025
Q3 		$2.17M Sell
57,378
-226
-0.4% -$8.29K 1.18% 18
2025
Q2 		$2.05M Sell
57,604
-14,032
-20% -$469K 1.21% 20
2025
Q1 		$2.37M Sell
71,636
-266
-0.4% -$9.14K 1.47% 15
2024
Q4 		$2.43M Sell
71,902
-2,871
-4% -$99.3K 1.47% 16
2024
Q3 		$2.55M Sell
74,773
-3,329
-4% -$109K 1.48% 15
2024
Q2 		$2.5M Sell
78,102
-4,310
-5% -$134K 1.55% 16
2024
Q1 		$2.61M Buy
82,412
+9,773
+13% +$293K 1.63% 14
2023
Q4 		$2.08M Buy
+72,639
New +$1.94M 1.43% 17

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

ViaWealth's DUHP Position: Q2 2026 in Review

ViaWealth increased its Dimensional US High Profitability ETF (DUHP) stake by 4% in Q2 2026, buying an estimated $90.1K and bringing the position to 59,085 shares worth $2.47M. The position accounts for 1.24% of the portfolio, ranked #20.

ViaWealth first reported a position in DUHP in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.61M in Q1 2024. 560 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • ViaWealth held 59,085 shares of Dimensional US High Profitability ETF worth $2.47M as of Q2 2026.
  • ViaWealth bought 2,259 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $90.1K.
  • Dimensional US High Profitability ETF made up 1.24% of ViaWealth's portfolio in Q2 2026, its #20 holding.
  • ViaWealth first reported a position in Dimensional US High Profitability ETF in Q4 2023 and has held it in 11 quarters since.
  • ViaWealth's Dimensional US High Profitability ETF position peaked at $2.61M in Q1 2024.
  • 560 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.