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

Waterfront Wealth’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 		$6.01M Buy
143,462
+1,104
+0.8% +$44K 0.93% 25
2026
Q1 		$5.23M Buy
142,358
+38,277
+37% +$1.47M 0.96% 23
2025
Q4 		$4.02M Sell
104,081
-135
-0.1% -$5.11K 0.76% 32
2025
Q3 		$3.94M Sell
104,216
-30,797
-23% -$1.13M 0.81% 29
2025
Q2 		$4.8M Buy
135,013
+3,968
+3% +$132K 1.08% 20
2025
Q1 		$4.34M Buy
131,045
+420
+0.3% +$14.4K 1.06% 20
2024
Q4 		$4.41M Buy
130,625
+754
+0.6% +$26.1K 1.08% 20
2024
Q3 		$4.45M Sell
129,871
-4,927
-4% -$161K 1.09% 20
2024
Q2 		$4.31M Sell
134,798
-6,148
-4% -$191K 1.17% 18
2024
Q1 		$4.26M Sell
140,946
-11,768
-8% -$353K 1.19% 18
2023
Q4 		$4.37M Sell
152,714
-2,025
-1% -$54.2K 1.29% 19
2023
Q3 		$3.93M Sell
154,739
-11,315
-7% -$302K 1.29% 19
2023
Q2 		$4.53M Sell
166,054
-49,151
-23% -$1.24M 1.35% 18
2023
Q1 		$5.41M Buy
+215,205
New +$5.32M 1.77% 8

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

Waterfront Wealth's DUHP Position: Q2 2026 in Review

Waterfront Wealth increased its Dimensional US High Profitability ETF (DUHP) stake by 0.78% in Q2 2026, buying an estimated $44K and bringing the position to 143,462 shares worth $6.01M. The position accounts for 0.93% of the portfolio, ranked #25.

Waterfront Wealth first reported a position in DUHP in Q1 2023 and has held it in 14 quarters since. 559 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Waterfront Wealth held 143,462 shares of Dimensional US High Profitability ETF worth $6.01M as of Q2 2026.
  • Waterfront Wealth bought 1,104 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $44K.
  • Dimensional US High Profitability ETF made up 0.93% of Waterfront Wealth's portfolio in Q2 2026, its #25 holding.
  • Waterfront Wealth first reported a position in Dimensional US High Profitability ETF in Q1 2023 and has held it in 14 quarters since.
  • 559 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.