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

Avondale 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
2026 Q2	$303K	Sell	7,263 -6,249	-46%	-$249K	0.12%	56
2026 Q1	$497K	Buy	13,512 +3,593	+36%	+$138K	0.24%	46
2025 Q4	$377K	Sell	9,919 -1	-0%	-$38	0.19%	46
2025 Q3	$375K	Hold	9,920	–	–	0.2%	44
2025 Q2	$353K	Sell	9,920 -28,519	-74%	-$952K	0.2%	47
2025 Q1	$1.27M	Sell	38,439 -1,672	-4%	-$57.4K	0.8%	21
2024 Q4	$1.36M	Sell	40,111 -206,669	-84%	-$7.15M	0.87%	19
2024 Q3	$8.41M	Buy	246,780 +6,064	+3%	+$199K	5.46%	6
2024 Q2	$7.7M	Buy	240,716 +8,559	+4%	+$266K	5.26%	6
2024 Q1	$7.34M	Buy	232,157 +7,130	+3%	+$214K	5.14%	7
2023 Q4	$6.44M	Buy	225,027 +50,262	+29%	+$1.34M	5.19%	7
2023 Q3	$4.49M	Buy	+174,765	New	+$4.67M	3.94%	7

Other funds holding DUHP

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return