WWA
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WCG Wealth Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

WCG Wealth Advisors’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 		$23.6M Buy
564,443
+15,770
+3% +$629K 0.56% 50
2026
Q1 		$20.2M Buy
548,673
+25,350
+5% +$972K 0.56% 48
2025
Q4 		$19.9M Buy
523,323
+20,759
+4% +$786K 0.56% 45
2025
Q3 		$19M Buy
502,564
+15,374
+3% +$564K 1.19% 21
2025
Q2 		$17.3M Buy
487,190
+35,194
+8% +$1.18M 1.12% 19
2025
Q1 		$15M Buy
451,996
+18,671
+4% +$642K 1.14% 21
2024
Q4 		$14.6M Buy
433,325
+13,723
+3% +$475K 0.97% 26
2024
Q3 		$14.3M Buy
419,602
+7,462
+2% +$244K 0.97% 26
2024
Q2 		$13.2M Buy
412,140
+11,801
+3% +$367K 0.98% 27
2024
Q1 		$12.7M Buy
400,339
+114,688
+40% +$3.44M 1.06% 25
2023
Q4 		$8.17M Buy
285,651
+18,763
+7% +$502K 0.6% 48
2023
Q3 		$6.86M Buy
+266,888
New +$7.13M 0.5% 56

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

WCG Wealth Advisors's DUHP Position: Q2 2026 in Review

WCG Wealth Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 2.9% in Q2 2026, buying an estimated $629K and bringing the position to 564,443 shares worth $23.6M. The position accounts for 0.56% of the portfolio, ranked #50.

WCG Wealth Advisors first reported a position in DUHP in Q3 2023 and has held it in 12 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • WCG Wealth Advisors held 564,443 shares of Dimensional US High Profitability ETF worth $23.6M as of Q2 2026.
  • WCG Wealth Advisors bought 15,770 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $629K.
  • Dimensional US High Profitability ETF made up 0.56% of WCG Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • WCG Wealth Advisors first reported a position in Dimensional US High Profitability ETF in Q3 2023 and has held it in 12 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.