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

Align 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
2022 Q4	$1.24M	Buy	+57,927	New	+$1.37M	1.05%	12

Other funds holding DUHP

MWM

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

AWM

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Align Wealth Management's DUHP Position: Q4 2022 in Review

Align Wealth Management opened a new position in Dimensional US High Profitability ETF (DUHP) in Q4 2022: 57,927 shares worth $1.24M. The stake represents 1.05% of the portfolio and ranks #12 among its holdings.

128 funds tracked by Wall St. Rank hold DUHP as of Q4 2022.

Align Wealth Management held 57,927 shares of Dimensional US High Profitability ETF worth $1.24M as of Q4 2022.
Dimensional US High Profitability ETF was a new Align Wealth Management position in Q4 2022.
Dimensional US High Profitability ETF made up 1.05% of Align Wealth Management's portfolio in Q4 2022, its #12 holding.
128 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.