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

Woodward 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 		$35.8M Buy
+858,310
New +$34.2M 11.97% 3

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

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

Woodward Financial Advisors opened a new position in Dimensional US High Profitability ETF (DUHP) in Q2 2026: 858,310 shares worth $35.8M. The stake represents 11.97% of the portfolio and ranks #3 among its holdings.

556 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Woodward Financial Advisors held 858,310 shares of Dimensional US High Profitability ETF worth $35.8M as of Q2 2026.
  • Dimensional US High Profitability ETF was a new Woodward Financial Advisors position in Q2 2026.
  • Dimensional US High Profitability ETF made up 11.97% of Woodward Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • 556 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Woodward Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.