Aspiriant LLC’s Dimensional US High Profitability ETF DUHP Stock Holding History

Aspiriant LLC’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	$636K	Hold	17,299	–	–	0.02%	191
2025 Q4	$658K	Hold	17,299	–	–	0.02%	193
2025 Q3	$653K	Hold	17,299	–	–	0.02%	182
2025 Q2	$615K	Sell	17,299 -807	-4%	-$26.9K	0.02%	183
2025 Q1	$600K	Buy	18,106 +807	+5%	+$27.7K	0.02%	174
2024 Q4	$585K	Hold	17,299	–	–	0.02%	176
2024 Q3	$589K	Hold	17,299	–	–	0.02%	179
2024 Q2	$553K	Hold	17,299	–	–	0.02%	187
2024 Q1	$547K	Hold	17,299	–	–	0.02%	188
2023 Q4	$495K	Hold	17,299	–	–	0.02%	190
2023 Q3	$444K	Hold	17,299	–	–	0.02%	190
2023 Q2	$459K	Hold	17,299	–	–	0.02%	187
2023 Q1	$435K	Buy	+17,299	New	+$428K	0.02%	191

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