ARK & TLK Investments’s Dimensional US High Profitability ETF DUHP Stock Holding History

ARK & TLK Investments’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	$507K	Sell	13,788 -508	-4%	-$19.5K	0.14%	71
2025 Q4	$544K	Hold	14,296	–	–	0.15%	65
2025 Q3	$540K	Sell	14,296 -322	-2%	-$11.8K	0.17%	62
2025 Q2	$520K	Buy	14,618 +5,250	+56%	+$175K	0.17%	70
2025 Q1	$310K	Hold	9,368	–	–	0.11%	93
2024 Q4	$317K	Buy	+9,368	New	+$324K	0.11%	90
2024 Q1	–	Sell	-8,509	Closed	-$243K	–	107
2023 Q4	$243K	Buy	+8,509	New	+$228K	0.1%	100

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