AE Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $26.9M | Buy |
756,608
+96,619
| +15% | +$3.44M | 0.2% | 114 |
|
2025
Q1 | $21.9M | Buy |
659,989
+55,548
| +9% | +$1.84M | 0.18% | 126 |
|
2024
Q4 | $20.4M | Buy |
604,441
+55,929
| +10% | +$1.89M | 0.17% | 134 |
|
2024
Q3 | $18.7M | Buy |
548,512
+44,566
| +9% | +$1.52M | 0.17% | 141 |
|
2024
Q2 | $16.1M | Buy |
503,946
+27,804
| +6% | +$889K | 0.16% | 149 |
|
2024
Q1 | $15.1M | Sell |
476,142
-728,567
| -60% | -$23M | 0.17% | 165 |
|
2023
Q4 | $35.4M | Buy |
1,204,709
+125,129
| +12% | +$3.67M | 0.18% | 120 |
|
2023
Q3 | $27.7M | Buy |
1,079,580
+86,963
| +9% | +$2.23M | 0.17% | 135 |
|
2023
Q2 | $26.3M | Buy |
992,617
+93,208
| +10% | +$2.47M | 0.16% | 143 |
|
2023
Q1 | $22.6M | Buy |
899,409
+724,034
| +413% | +$18.2M | 0.15% | 163 |
|
2022
Q4 | $4.21M | Buy |
175,375
+39,873
| +29% | +$957K | 0.03% | 520 |
|
2022
Q3 | $2.89M | Buy |
135,502
+25,810
| +24% | +$551K | 0.02% | 582 |
|
2022
Q2 | $2.47M | Buy |
+109,692
| New | +$2.47M | 0.02% | 602 |
|