WKWM
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Walter & Keenan Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Walter & Keenan Wealth 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 		$447K Buy
10,711
+24
+0.2% +$957 0.11% 112
2026
Q1 		$393K Sell
10,687
-892
-8% -$34.2K 0.11% 119
2025
Q4 		$440K Buy
11,579
+26
+0.2% +$985 0.12% 111
2025
Q3 		$436K Buy
+11,553
New +$424K 0.12% 113

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

Walter & Keenan Wealth Management's DUHP Position: Q2 2026 in Review

Walter & Keenan Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 0.22% in Q2 2026, buying an estimated $957 and bringing the position to 10,711 shares worth $447K. The position accounts for 0.11% of the portfolio, ranked #112.

Walter & Keenan Wealth Management first reported a position in DUHP in Q3 2025 and has held it in 4 quarters since. 560 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Walter & Keenan Wealth Management held 10,711 shares of Dimensional US High Profitability ETF worth $447K as of Q2 2026.
  • Walter & Keenan Wealth Management bought 24 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $957.
  • Dimensional US High Profitability ETF made up 0.11% of Walter & Keenan Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Walter & Keenan Wealth Management first reported a position in Dimensional US High Profitability ETF in Q3 2025 and has held it in 4 quarters since.
  • 560 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.