AWM
Avondale Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $353K | Sell |
9,920
-28,519
| -74% | -$1.01M | 0.2% | 47 |
|
|
2025
Q1 | $1.27M | Sell |
38,439
-1,672
| -4% | -$55.4K | 0.8% | 21 |
|
|
2024
Q4 | $1.36M | Sell |
40,111
-206,669
| -84% | -$6.98M | 0.87% | 19 |
|
|
2024
Q3 | $8.41M | Buy |
246,780
+6,064
| +3% | +$207K | 5.46% | 6 |
|
|
2024
Q2 | $7.7M | Buy |
240,716
+8,559
| +4% | +$274K | 5.26% | 6 |
|
|
2024
Q1 | $7.34M | Buy |
232,157
+7,130
| +3% | +$225K | 5.14% | 7 |
|
|
2023
Q4 | $6.44M | Buy |
225,027
+50,262
| +29% | +$1.44M | 5.19% | 7 |
|
|
2023
Q3 | $4.49M | Buy |
+174,765
| New | +$4.49M | 3.94% | 7 |
|