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

West 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 		$10.4K Hold
250
– – ﹤0.01% 139
2026
Q1 		$9.19K Hold
250
– – ﹤0.01% 139
2025
Q4 		$9.51K Hold
250
– – ﹤0.01% 142
2025
Q3 		$9.44K Sell
250
-613,706
-100% -$22.5M ﹤0.01% 141
2025
Q2 		$21.8M Buy
613,956
+223,532
+57% +$7.46M 3.8% 9
2025
Q1 		$12.9M Sell
390,424
-3,422
-0.9% -$118K 2.46% 12
2024
Q4 		$13.3M Sell
393,846
-5,131
-1% -$178K 2.57% 11
2024
Q3 		$13.6M Buy
398,977
+6,349
+2% +$208K 2.62% 10
2024
Q2 		$12.6M Buy
392,628
+13,023
+3% +$405K 2.61% 8
2024
Q1 		$12M Buy
379,605
+6,876
+2% +$206K 2.57% 8
2023
Q4 		$10.7M Buy
372,729
+40,736
+12% +$1.09M 2.43% 8
2023
Q3 		$8.53M Buy
+331,993
New +$8.87M 2.14% 14

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

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

West Financial Advisors held its Dimensional US High Profitability ETF (DUHP) position steady in Q2 2026 at 250 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #139.

West Financial Advisors first reported a position in DUHP in Q3 2023 and has held it in 12 quarters since. The position peaked at $21.8M in Q2 2025. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • West Financial Advisors held 250 shares of Dimensional US High Profitability ETF worth $10.4K as of Q2 2026.
  • West Financial Advisors left its Dimensional US High Profitability ETF share count unchanged in Q2 2026.
  • Dimensional US High Profitability ETF made up ﹤0.01% of West Financial Advisors's portfolio in Q2 2026, its #139 holding.
  • West Financial Advisors first reported a position in Dimensional US High Profitability ETF in Q3 2023 and has held it in 12 quarters since.
  • West Financial Advisors's Dimensional US High Profitability ETF position peaked at $21.8M in Q2 2025.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on West Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.