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

Aspire 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
2024
Q3 		$236K Buy
6,932
+67
+1% +$2.19K 0.13% 89
2024
Q2 		$220K Hold
6,865
– – 0.13% 91
2024
Q1 		$217K Buy
6,865
+119
+2% +$3.57K 0.13% 92
2023
Q4 		$193K Sell
6,746
-15
-0.2% -$401 0.13% 92
2023
Q3 		$174K Buy
6,761
+51
+0.8% +$1.36K 0.13% 92
2023
Q2 		$178K Buy
6,710
+668
+11% +$16.9K 0.13% 91
2023
Q1 		$152K Buy
6,042
+4,782
+380% +$118K 0.12% 95
2022
Q4 		$30.3K Buy
+1,260
New +$29.9K 0.03% 130

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
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 $7.79B AUM 20.38% 1-Year Est. Return
AP
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
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Aspire Wealth Management's DUHP Position: Q3 2024 in Review

Aspire Wealth Management increased its Dimensional US High Profitability ETF (DUHP) stake by 0.98% in Q3 2024, buying an estimated $2.19K and bringing the position to 6,932 shares worth $236K. The position accounts for 0.13% of the portfolio, ranked #89.

Aspire Wealth Management first reported a position in DUHP in Q4 2022 and has held it in 8 quarters since. 314 funds tracked by Wall St. Rank hold DUHP as of Q3 2024.

  • Aspire Wealth Management held 6,932 shares of Dimensional US High Profitability ETF worth $236K as of Q3 2024.
  • Aspire Wealth Management bought 67 Dimensional US High Profitability ETF shares in Q3 2024, an estimated $2.19K.
  • Dimensional US High Profitability ETF made up 0.13% of Aspire Wealth Management's portfolio in Q3 2024, its #89 holding.
  • Aspire Wealth Management first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 8 quarters since.
  • 314 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.