ACP
DUHP icon

Aveo Capital Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

Aveo Capital Partners’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
2025
Q2 		– Sell
-358,457
Closed -$11.8M – 52
2025
Q1 		$11.8M Buy
358,457
+19,997
+6% +$687K 1.96% 13
2024
Q4 		$11.4M Sell
338,460
-12,101
-3% -$419K 1.25% 18
2024
Q3 		$11.9M Buy
350,561
+591
+0.2% +$19.4K 1.27% 18
2024
Q2 		$11.2M Sell
349,970
-6,484
-2% -$202K 1.27% 20
2024
Q1 		$10.8M Sell
356,454
-1,016
-0.3% -$30.5K 1.18% 19
2023
Q4 		$10.2M Buy
357,470
+15,613
+5% +$418K 1.23% 20
2023
Q3 		$8.78M Sell
341,857
-5,203
-1% -$139K 1.15% 17
2023
Q2 		$9.21M Buy
347,060
+27,815
+9% +$702K 1.17% 21
2023
Q1 		$8.03M Buy
319,245
+21,296
+7% +$527K 1.07% 24
2022
Q4 		$7.15M Buy
297,949
+8,053
+3% +$191K 1.08% 17
2022
Q3 		$6.19M Buy
289,896
+44,752
+18% +$1.06M 1.07% 18
2022
Q2 		$5.52M Buy
245,144
+185,221
+309% +$4.51M 0.9% 26
2022
Q1 		$1.58M Buy
+59,923
New +$1.53M 0.28% 81

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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Aveo Capital Partners's DUHP Position: Q2 2025 in Review

Aveo Capital Partners sold out of Dimensional US High Profitability ETF (DUHP) in Q2 2025, closing a stake of 358,457 shares — an estimated $11.8M sold.

Aveo Capital Partners first reported a position in DUHP in Q1 2022 and held it in 13 quarters. The position peaked at $11.9M in Q3 2024. 432 funds tracked by Wall St. Rank hold DUHP as of Q2 2025.

  • Aveo Capital Partners reported no remaining Dimensional US High Profitability ETF position as of Q2 2025 after selling out during the quarter.
  • Aveo Capital Partners sold 358,457 Dimensional US High Profitability ETF shares in Q2 2025, an estimated $11.8M.
  • Aveo Capital Partners first reported a position in Dimensional US High Profitability ETF in Q1 2022 and held it in 13 quarters.
  • Aveo Capital Partners's Dimensional US High Profitability ETF position peaked at $11.9M in Q3 2024.
  • 432 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2025.

Based on Aveo Capital Partners's 13F filing for Q2 2025.