BDF
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Balasa Dinverno & Foltz’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Balasa Dinverno & Foltz’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
2022
Q3 		$732K Buy
+34,279
New +$811K 0.05% 163

Other funds holding DUHP

Merriman Wealth Management
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
Pathstone Family Office
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Forvis Mazars Wealth Advisors
Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Balasa Dinverno & Foltz's DUHP Position: Q3 2022 in Review

Balasa Dinverno & Foltz opened a new position in U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q3 2022: 34,279 shares worth $732K. The stake represents 0.05% of the portfolio and ranks #163 among its holdings.

85 funds tracked by Wall St. Rank hold DUHP as of Q3 2022.

  • Balasa Dinverno & Foltz held 34,279 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $732K as of Q3 2022.
  • U.S. High Relative Profitability Portfolio ETF Class Shares was a new Balasa Dinverno & Foltz position in Q3 2022.
  • U.S. High Relative Profitability Portfolio ETF Class Shares made up 0.05% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #163 holding.
  • 85 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.