B.O.S.S. Retirement Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-37,055
| Closed | -$1.26M | – | 213 |
|
|
2024
Q3 | $1.26M | Buy |
37,055
+4,461
| +14% | +$152K | 0.25% | 104 |
|
|
2024
Q2 | $1.04M | Buy |
32,594
+12,302
| +61% | +$394K | 0.27% | 101 |
|
|
2024
Q1 | $581K | Sell |
20,292
-1,810
| -8% | -$51.8K | 0.22% | 104 |
|
|
2023
Q4 | $632K | Buy |
22,102
+3,495
| +19% | +$100K | 0.12% | 176 |
|
|
2023
Q3 | $478K | Buy |
18,607
+4,303
| +30% | +$111K | 0.1% | 192 |
|
|
2023
Q2 | $380K | Buy |
14,304
+4,377
| +44% | +$116K | 0.08% | 189 |
|
|
2023
Q1 | $250K | Buy |
9,927
+1,278
| +15% | +$32.1K | 0.06% | 204 |
|
|
2022
Q4 | $208K | Buy |
+8,649
| New | +$208K | 0.05% | 207 |
|