Warburton Capital Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Warburton Capital 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	$10.7M	Buy	256,447 +44,430	+21%	+$1.77M	4.35%	4
2026 Q1	$8.07M	Buy	212,017 +54,917	+35%	+$2.11M	3.94%	4
2025 Q4	$5.97M	Buy	157,100 +9,830	+7%	+$372K	3.37%	4
2025 Q3	$5.61M	Buy	147,270 +13,344	+10%	+$489K	3.37%	4
2025 Q2	$4.87M	Buy	133,926 +53,444	+66%	+$1.78M	2.89%	4
2025 Q1	$2.67M	Buy	80,482 +12,828	+19%	+$441K	1.93%	4
2024 Q4	$2.29M	Buy	+67,654	New	+$2.34M	1.71%	4

Other funds holding DUHP

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Warburton Capital Management's DUHP Position: Q2 2026 in Review

Warburton Capital Management increased its Dimensional US High Profitability ETF (DUHP) stake by 21% in Q2 2026, buying an estimated $1.77M and bringing the position to 256,447 shares worth $10.7M. The position accounts for 4.35% of the portfolio, ranked #4.

Warburton Capital Management first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. 325 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Warburton Capital Management held 256,447 shares of Dimensional US High Profitability ETF worth $10.7M as of Q2 2026.
Warburton Capital Management bought 44,430 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $1.77M.
Dimensional US High Profitability ETF made up 4.35% of Warburton Capital Management's portfolio in Q2 2026, its #4 holding.
Warburton Capital Management first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 7 quarters since.
325 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.