ALWM
Andrews Lucia Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
41,229
+1,086
| +3% | +$38.6K | 0.95% | 14 |
|
|
2025
Q1 | $1.36M | Sell |
40,143
-982
| -2% | -$33.2K | 0.91% | 14 |
|
|
2024
Q4 | $1.4M | Sell |
41,125
-1,365
| -3% | -$46.5K | 0.94% | 14 |
|
|
2024
Q3 | $1.36M | Sell |
42,490
-490
| -1% | -$15.7K | 0.96% | 13 |
|
|
2024
Q2 | $1.36M | Hold |
42,980
| – | – | 0.95% | 14 |
|
|
2024
Q1 | $1.36M | Buy |
42,980
+4,725
| +12% | +$149K | 0.97% | 13 |
|
|
2023
Q4 | $1.09M | Sell |
38,255
-2,590
| -6% | -$74.1K | 0.84% | 14 |
|
|
2023
Q3 | $1.05M | Sell |
40,845
-1,508
| -4% | -$38.7K | 0.9% | 14 |
|
|
2023
Q2 | $1.12M | Hold |
42,353
| – | – | 0.93% | 14 |
|
|
2023
Q1 | $1.06M | Hold |
42,353
| – | – | 0.94% | 14 |
|
|
2022
Q4 | $1.02M | Sell |
42,353
-2,600
| -6% | -$62.4K | 0.95% | 14 |
|
|
2022
Q3 | $959K | Buy |
+44,953
| New | +$959K | 1.01% | 13 |
|