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

Waterloo Capital’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
2025
Q4 		– Sell
-126,007
Closed -$4.76M – 466
2025
Q3 		$4.76M Sell
126,007
-24,122
-16% -$884K 0.35% 67
2025
Q2 		$5.34M Buy
+150,129
New +$5.01M 0.43% 49

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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Waterloo Capital's DUHP Position: Q4 2025 in Review

Waterloo Capital sold out of Dimensional US High Profitability ETF (DUHP) in Q4 2025, closing a stake of 126,007 shares — an estimated $4.76M sold.

Waterloo Capital first reported a position in DUHP in Q2 2025 and held it in 2 quarters. The position peaked at $5.34M in Q2 2025. 511 funds tracked by Wall St. Rank hold DUHP as of Q4 2025.

  • Waterloo Capital reported no remaining Dimensional US High Profitability ETF position as of Q4 2025 after selling out during the quarter.
  • Waterloo Capital sold 126,007 Dimensional US High Profitability ETF shares in Q4 2025, an estimated $4.76M.
  • Waterloo Capital first reported a position in Dimensional US High Profitability ETF in Q2 2025 and held it in 2 quarters.
  • Waterloo Capital's Dimensional US High Profitability ETF position peaked at $5.34M in Q2 2025.
  • 511 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2025.

Based on Waterloo Capital's 13F filing for Q4 2025, filed 10 Feb 2026.