Balasa Dinverno & Foltz’s Dimensional US High Profitability ETF 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 Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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

Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

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

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

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

Balasa Dinverno & Foltz held 34,279 shares of Dimensional US High Profitability ETF worth $732K as of Q3 2022.
Dimensional US High Profitability ETF was a new Balasa Dinverno & Foltz position in Q3 2022.
Dimensional US High Profitability ETF made up 0.05% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #163 holding.
84 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2022.

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