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

Angeles 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	$422K	Hold	11,478	–	–	0.02%	264
2025 Q4	$437K	Hold	11,478	–	–	0.02%	233
2025 Q3	$434K	Hold	11,478	–	–	0.03%	199
2025 Q2	$408K	Hold	11,478	–	–	0.03%	207
2025 Q1	$380K	Sell	11,478 -9,998	-47%	-$344K	0.03%	169
2024 Q4	$726K	Sell	21,476 -6,024	-22%	-$208K	0.06%	117
2024 Q3	$937K	Buy	27,500 +4,067	+17%	+$133K	0.08%	90
2024 Q2	$750K	Sell	23,433 -4,321	-16%	-$134K	0.07%	96
2024 Q1	$877K	Buy	27,754 +16,074	+138%	+$482K	0.09%	82
2023 Q4	$334K	Buy	+11,680	New	+$312K	0.04%	141

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