Wealth Enhancement Advisory Services
DUHP icon

Wealth Enhancement Advisory Services’s Dimensional US High Profitability ETF DUHP Stock Holding History

Wealth Enhancement Advisory Services’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
Q1 		$57.4M Sell
1,552,236
-1,259,919
-45% -$48.3M 0.13% 159
2025
Q4 		$108M Sell
2,812,155
-698
-0% -$26.4K 0.15% 122
2025
Q3 		$107M Sell
2,812,853
-59,311
-2% -$2.17M 0.16% 121
2025
Q2 		$104M Buy
2,872,164
+116,457
+4% +$3.89M 0.17% 117
2025
Q1 		$91.3M Buy
2,755,707
+59,649
+2% +$2.05M 0.17% 110
2024
Q4 		$91.1M Buy
2,696,058
+128,846
+5% +$4.46M 0.17% 118
2024
Q3 		$87.5M Buy
2,567,212
+452,201
+21% +$14.8M 0.19% 113
2024
Q2 		$67.7M Buy
2,115,011
+806,568
+62% +$25.1M 0.16% 131
2024
Q1 		$41.4M Buy
1,308,443
+880,732
+206% +$26.4M 0.11% 194
2023
Q4 		$12.2M Sell
427,711
-6,327
-1% -$169K 0.04% 385
2023
Q3 		$11.2M Buy
+434,038
New +$11.6M 0.04% 383

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return