AWM
DUHP icon

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

AE 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 		$27.4M Buy
744,849
+39,753
+6% +$1.52M 0.15% 156
2025
Q4 		$26.8M Sell
705,096
-32,031
-4% -$1.21M 0.15% 149
2025
Q3 		$27.8M Sell
737,127
-19,481
-3% -$714K 0.18% 127
2025
Q2 		$26.9M Buy
756,608
+96,619
+15% +$3.23M 0.2% 114
2025
Q1 		$21.9M Buy
659,989
+55,548
+9% +$1.91M 0.18% 126
2024
Q4 		$20.4M Buy
604,441
+55,929
+10% +$1.94M 0.17% 134
2024
Q3 		$18.7M Buy
548,512
+44,566
+9% +$1.46M 0.17% 141
2024
Q2 		$16.1M Buy
503,946
+27,804
+6% +$864K 0.16% 149
2024
Q1 		$15.1M Sell
476,142
-728,567
-60% -$21.8M 0.17% 165
2023
Q4 		$35.4M Buy
1,204,709
+125,129
+12% +$3.35M 0.18% 120
2023
Q3 		$27.7M Buy
1,079,580
+86,963
+9% +$2.32M 0.17% 135
2023
Q2 		$26.3M Buy
992,617
+93,208
+10% +$2.35M 0.16% 143
2023
Q1 		$22.6M Buy
899,409
+724,034
+413% +$17.9M 0.15% 163
2022
Q4 		$4.21M Buy
175,375
+39,873
+29% +$945K 0.03% 520
2022
Q3 		$2.89M Buy
135,502
+25,810
+24% +$611K 0.02% 583
2022
Q2 		$2.47M Buy
+109,692
New +$2.67M 0.02% 602

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 $7.07B AUM 18.05% 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 $24.6B 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 $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return