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B.O.S.S. Retirement Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

B.O.S.S. Retirement Advisors’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
Q4 		– Sell
-37,055
Closed -$1.26M – 215
2024
Q3 		$1.26M Buy
37,055
+4,461
+14% +$146K 0.25% 104
2024
Q2 		$1.04M Buy
32,594
+12,302
+61% +$382K 0.27% 101
2024
Q1 		$581K Sell
20,292
-1,810
-8% -$54.3K 0.22% 104
2023
Q4 		$632K Buy
22,102
+3,495
+19% +$93.5K 0.12% 176
2023
Q3 		$478K Buy
18,607
+4,303
+30% +$115K 0.1% 192
2023
Q2 		$380K Buy
14,304
+4,377
+44% +$110K 0.08% 189
2023
Q1 		$250K Buy
9,927
+1,278
+15% +$31.6K 0.06% 204
2022
Q4 		$208K Buy
+8,649
New +$205K 0.05% 207

Other funds holding DUHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return