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Westwood Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Westwood Wealth Management’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 		– Sell
-18,141
Closed -$690K – 67
2025
Q4 		$690K Buy
+18,141
New +$687K 0.52% 51

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
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 $424B AUM 22.96% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Westwood Wealth Management's DUHP Position: Q1 2026 in Review

Westwood Wealth Management sold out of Dimensional US High Profitability ETF (DUHP) in Q1 2026, closing a stake of 18,141 shares — an estimated $690K sold.

Westwood Wealth Management first reported a position in DUHP in Q4 2025 and held it in 1 quarter. The position peaked at $690K in Q4 2025. 537 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Westwood Wealth Management reported no remaining Dimensional US High Profitability ETF position as of Q1 2026 after selling out during the quarter.
  • Westwood Wealth Management sold 18,141 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $690K.
  • Westwood Wealth Management first reported a position in Dimensional US High Profitability ETF in Q4 2025 and held it in 1 quarter.
  • Westwood Wealth Management's Dimensional US High Profitability ETF position peaked at $690K in Q4 2025.
  • 537 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Westwood Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.