WANY
DUHP icon

Wealthspire Advisors (New York)’s Dimensional US High Profitability ETF DUHP Stock Holding History

Wealthspire Advisors (New York)’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 		$2.79M Sell
75,873
-18,666
-20% -$716K 0.02% 235
2025
Q4 		$3.6M Sell
94,539
-23,560
-20% -$892K 0.03% 198
2025
Q3 		$4.46M Sell
118,099
-54,109
-31% -$1.98M 0.02% 174
2025
Q2 		$6.12M Sell
172,208
-12,596
-7% -$421K 0.03% 144
2025
Q1 		$6.12M Sell
184,804
-1,022
-0.5% -$35.1K 0.04% 147
2024
Q4 		$6.28M Sell
185,826
-191,560
-51% -$6.63M 0.06% 132
2024
Q3 		$12.9M Buy
+377,386
New +$12.4M 0.13% 82

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 $24.7B 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

Wealthspire Advisors (New York)'s DUHP Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Dimensional US High Profitability ETF (DUHP) stake by 20% in Q1 2026, selling an estimated $716K and leaving 75,873 shares worth $2.79M. The position accounts for 0.02% of the portfolio, ranked #235.

Wealthspire Advisors (New York) first reported a position in DUHP in Q3 2024 and has held it in 7 quarters since. The position peaked at $12.9M in Q3 2024. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Wealthspire Advisors (New York) held 75,873 shares of Dimensional US High Profitability ETF worth $2.79M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 18,666 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $716K.
  • Dimensional US High Profitability ETF made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #235 holding.
  • Wealthspire Advisors (New York) first reported a position in Dimensional US High Profitability ETF in Q3 2024 and has held it in 7 quarters since.
  • Wealthspire Advisors (New York)'s Dimensional US High Profitability ETF position peaked at $12.9M in Q3 2024.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.