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WESCAP Management Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

WESCAP Management Group’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 		$10.6M Buy
253,909
+7,510
+3% +$300K 1.98% 15
2026
Q1 		$9.06M Buy
246,399
+16,837
+7% +$646K 1.78% 17
2025
Q4 		$8.73M Buy
229,562
+12,524
+6% +$474K 1.77% 17
2025
Q3 		$8.2M Buy
217,038
+4,013
+2% +$147K 1.72% 18
2025
Q2 		$7.58M Sell
213,025
-41,742
-16% -$1.39M 1.72% 17
2025
Q1 		$8.44M Sell
254,767
-6,694
-3% -$230K 2.06% 14
2024
Q4 		$8.83M Buy
261,461
+110,215
+73% +$3.81M 2.14% 13
2024
Q3 		$5.15M Buy
151,246
+41,424
+38% +$1.36M 1.29% 21
2024
Q2 		$3.51M Buy
109,822
+37,526
+52% +$1.17M 0.99% 25
2024
Q1 		$2.29M Buy
+72,296
New +$2.17M 0.66% 31

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

WESCAP Management Group's DUHP Position: Q2 2026 in Review

WESCAP Management Group increased its Dimensional US High Profitability ETF (DUHP) stake by 3% in Q2 2026, buying an estimated $300K and bringing the position to 253,909 shares worth $10.6M. The position accounts for 1.98% of the portfolio, ranked #15.

WESCAP Management Group first reported a position in DUHP in Q1 2024 and has held it in 10 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • WESCAP Management Group held 253,909 shares of Dimensional US High Profitability ETF worth $10.6M as of Q2 2026.
  • WESCAP Management Group bought 7,510 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $300K.
  • Dimensional US High Profitability ETF made up 1.98% of WESCAP Management Group's portfolio in Q2 2026, its #15 holding.
  • WESCAP Management Group first reported a position in Dimensional US High Profitability ETF in Q1 2024 and has held it in 10 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on WESCAP Management Group's 13F filing for Q2 2026, filed 11 Aug 2026.