Annapolis Financial Services’s Dimensional US High Profitability ETF DUHP Stock Holding History

Annapolis Financial 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
2024 Q3	$731K	Sell	21,463 -968	-4%	-$31.7K	0.22%	59
2024 Q2	$718K	Sell	22,431 -932	-4%	-$29K	0.23%	58
2024 Q1	$739K	Sell	23,363 -19,674	-46%	-$590K	0.24%	58
2023 Q4	$1.23M	Sell	43,037 -477	-1%	-$12.8K	0.31%	66
2023 Q3	$1.12M	Buy	43,514 +3,364	+8%	+$89.9K	0.32%	63
2023 Q2	$1.07M	Sell	40,150 -7,112	-15%	-$179K	0.3%	63
2023 Q1	$1.19M	Buy	47,262 +14,966	+46%	+$370K	0.36%	58
2022 Q4	$775K	Buy	32,296 +30,374	+1,580%	+$720K	0.25%	63
2022 Q3	$41K	Buy	+1,922	New	+$45.5K	0.02%	184

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWM

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

FFM

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

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

PFA

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

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Annapolis Financial Services's DUHP Position: Q3 2024 in Review

Annapolis Financial Services reduced its Dimensional US High Profitability ETF (DUHP) stake by 4.3% in Q3 2024, selling an estimated $31.7K and leaving 21,463 shares worth $731K. The position accounts for 0.22% of the portfolio, ranked #59.

Annapolis Financial Services first reported a position in DUHP in Q3 2022 and has held it in 9 quarters since. The position peaked at $1.23M in Q4 2023. 314 funds tracked by Wall St. Rank hold DUHP as of Q3 2024.

Annapolis Financial Services held 21,463 shares of Dimensional US High Profitability ETF worth $731K as of Q3 2024.
Annapolis Financial Services sold 968 Dimensional US High Profitability ETF shares in Q3 2024, an estimated $31.7K.
Dimensional US High Profitability ETF made up 0.22% of Annapolis Financial Services's portfolio in Q3 2024, its #59 holding.
Annapolis Financial Services first reported a position in Dimensional US High Profitability ETF in Q3 2022 and has held it in 9 quarters since.
Annapolis Financial Services's Dimensional US High Profitability ETF position peaked at $1.23M in Q4 2023.
314 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.