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

Websterrogers Financial 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	$13.8M	Sell	331,798 -96,045	-22%	-$3.83M	3.55%	11
2026 Q1	$15.7M	Buy	427,843 +19,688	+5%	+$755K	4.5%	6
2025 Q4	$15.5M	Buy	408,155 +2,399	+0.6%	+$90.9K	4.51%	5
2025 Q3	$15.3M	Buy	405,756 +4,468	+1%	+$164K	4.6%	5
2025 Q2	$14.3M	Buy	401,288 +8,700	+2%	+$290K	4.54%	6
2025 Q1	$13M	Sell	392,588 -3,978	-1%	-$137K	4.44%	5
2024 Q4	$13.4M	Sell	396,566 -4,576	-1%	-$158K	4.65%	5
2024 Q3	$13.7M	Sell	401,142 -2,886	-0.7%	-$94.5K	4.78%	6
2024 Q2	$12.9M	Buy	404,028 +6,956	+2%	+$216K	4.6%	6
2024 Q1	$12.6M	Sell	397,072 -56,800	-13%	-$1.7M	4.46%	7
2023 Q4	$13M	Buy	453,872 +125,009	+38%	+$3.34M	5.41%	4
2023 Q3	$8.45M	Buy	328,863 +62,784	+24%	+$1.68M	3.72%	10
2023 Q2	$7.06M	Sell	266,079 -91,755	-26%	-$2.32M	3.08%	12
2023 Q1	$9M	Buy	357,834 +31,087	+10%	+$769K	4.14%	8
2022 Q4	$7.85M	Buy	+326,747	New	+$7.75M	3.8%	8

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Websterrogers Financial Advisors's DUHP Position: Q2 2026 in Review

Websterrogers Financial Advisors reduced its Dimensional US High Profitability ETF (DUHP) stake by 22% in Q2 2026, selling an estimated $3.83M and leaving 331,798 shares worth $13.8M. The position accounts for 3.55% of the portfolio, ranked #11.

Websterrogers Financial Advisors first reported a position in DUHP in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.7M in Q1 2026. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Websterrogers Financial Advisors held 331,798 shares of Dimensional US High Profitability ETF worth $13.8M as of Q2 2026.
Websterrogers Financial Advisors sold 96,045 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $3.83M.
Dimensional US High Profitability ETF made up 3.55% of Websterrogers Financial Advisors's portfolio in Q2 2026, its #11 holding.
Websterrogers Financial Advisors first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 15 quarters since.
Websterrogers Financial Advisors's Dimensional US High Profitability ETF position peaked at $15.7M in Q1 2026.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Websterrogers Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.