American Investment Services’s Dimensional US High Profitability ETF DUHP Stock Holding History

American Investment Services’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	$1.35M	Sell	36,631 -966	-3%	-$37K	0.3%	59
2025 Q4	$1.43M	Sell	37,597 -6,859	-15%	-$260K	0.33%	59
2025 Q3	$1.68M	Sell	44,456 -2,102	-5%	-$77.1K	0.4%	50
2025 Q2	$1.66M	Buy	46,558 +190	+0.4%	+$6.34K	0.42%	53
2025 Q1	$1.54M	Hold	46,368	–	–	0.27%	67
2024 Q4	$1.57M	Hold	46,368	–	–	0.28%	65
2024 Q3	$1.58M	Sell	46,368 -2,304	-5%	-$75.5K	0.26%	64
2024 Q2	$1.56M	Sell	48,672 -6,379	-12%	-$198K	0.28%	66
2024 Q1	$1.74M	Buy	55,051 +3,829	+7%	+$115K	0.31%	63
2023 Q4	$1.47M	Buy	51,222 +126	+0.2%	+$3.37K	0.28%	64
2023 Q3	$1.31M	Buy	51,096 +16,698	+49%	+$446K	0.28%	63
2023 Q2	$913K	Buy	34,398 +2,634	+8%	+$66.5K	0.19%	75
2023 Q1	$763K	Hold	31,764	–	–	0.16%	85
2022 Q4	$763K	Buy	+31,764	New	+$753K	0.16%	85

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return