3D/L Capital Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

3D/L Capital 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
2023 Q4	–	Sell	-1,194,035	Closed	-$30.7M	–	27
2023 Q3	$30.7M	Sell	1,194,035 -87,273	-7%	-$2.33M	9.97%	1
2023 Q2	$34M	Sell	1,281,308 -137,132	-10%	-$3.46M	9.84%	1
2023 Q1	$35.7M	Sell	1,418,440 -13,913	-1%	-$344K	9.46%	1
2022 Q4	$34.4M	Buy	1,432,353 +45,817	+3%	+$1.09M	9.25%	1
2022 Q3	$29.6M	Sell	1,386,536 -12,693	-0.9%	-$300K	8.79%	2
2022 Q2	$31.5M	Buy	+1,399,229	New	+$34.1M	8.8%	2

Other funds holding DUHP

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

3D/L Capital Management's DUHP Position: Q4 2023 in Review

3D/L Capital Management sold out of Dimensional US High Profitability ETF (DUHP) in Q4 2023, closing a stake of 1,194,035 shares — an estimated $30.7M sold.

3D/L Capital Management first reported a position in DUHP in Q2 2022 and held it in 6 quarters. The position peaked at $35.7M in Q1 2023. 238 funds tracked by Wall St. Rank hold DUHP as of Q4 2023.

3D/L Capital Management reported no remaining Dimensional US High Profitability ETF position as of Q4 2023 after selling out during the quarter.
3D/L Capital Management sold 1,194,035 Dimensional US High Profitability ETF shares in Q4 2023, an estimated $30.7M.
3D/L Capital Management first reported a position in Dimensional US High Profitability ETF in Q2 2022 and held it in 6 quarters.
3D/L Capital Management's Dimensional US High Profitability ETF position peaked at $35.7M in Q1 2023.
238 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2023.

Based on 3D/L Capital Management's 13F filing for Q4 2023.