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Wealthstream Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Wealthstream 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
2025
Q3 		$41.6M Buy
1,100,984
+40,321
+4% +$1.48M 6.29% 4
2025
Q2 		$37.7M Buy
1,060,663
+27,621
+3% +$922K 6.27% 4
2025
Q1 		$34.2M Buy
1,033,042
+35,237
+4% +$1.21M 6.41% 4
2024
Q4 		$33.7M Buy
997,805
+86,110
+9% +$2.98M 6.23% 5
2024
Q3 		$31.1M Buy
+911,695
New +$29.9M 5.65% 6

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 $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wealthstream Advisors's DUHP Position: Q3 2025 in Review

Wealthstream Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 3.8% in Q3 2025, buying an estimated $1.48M and bringing the position to 1,100,984 shares worth $41.6M. The position accounts for 6.29% of the portfolio, ranked #4.

Wealthstream Advisors first reported a position in DUHP in Q3 2024 and has held it in 5 quarters since. 450 funds tracked by Wall St. Rank hold DUHP as of Q3 2025.

  • Wealthstream Advisors held 1,100,984 shares of Dimensional US High Profitability ETF worth $41.6M as of Q3 2025.
  • Wealthstream Advisors bought 40,321 Dimensional US High Profitability ETF shares in Q3 2025, an estimated $1.48M.
  • Dimensional US High Profitability ETF made up 6.29% of Wealthstream Advisors's portfolio in Q3 2025, its #4 holding.
  • Wealthstream Advisors first reported a position in Dimensional US High Profitability ETF in Q3 2024 and has held it in 5 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.