Beacon Pointe Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Beacon Pointe 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
2026 Q1	$69.3M	Buy	1,886,147 +307,662	+19%	+$11.8M	0.37%	61
2025 Q4	$60M	Buy	1,578,485 +541,437	+52%	+$20.5M	0.42%	54
2025 Q3	$39.2M	Buy	1,037,048 +131,587	+15%	+$4.82M	0.33%	62
2025 Q2	$32.2M	Buy	905,461 +30,588	+3%	+$1.02M	0.34%	60
2025 Q1	$29M	Buy	874,873 +82,753	+10%	+$2.84M	0.33%	67
2024 Q4	$26.8M	Sell	792,120 -5,654	-0.7%	-$196K	0.3%	71
2024 Q3	$27.2M	Sell	797,774 -16,964	-2%	-$556K	0.31%	71
2024 Q2	$26.1M	Buy	814,738 +2,100	+0.3%	+$65.3K	0.31%	69
2024 Q1	$25.7M	Buy	812,638 +66,336	+9%	+$1.99M	0.29%	78
2023 Q4	$21.4M	Buy	746,302 +119,250	+19%	+$3.19M	0.26%	92
2023 Q3	$16.1M	Buy	627,052 +98,072	+19%	+$2.62M	0.2%	118
2023 Q2	$14M	Buy	528,980 +148,313	+39%	+$3.74M	0.23%	101
2023 Q1	$9.57M	Buy	380,667 +148,244	+64%	+$3.67M	0.16%	131
2022 Q4	$5.58M	Buy	232,423 +94,476	+68%	+$2.24M	0.11%	178
2022 Q3	$2.95M	Buy	137,947 +78,550	+132%	+$1.86M	0.07%	241
2022 Q2	$1.34M	Buy	+59,397	New	+$1.45M	0.03%	406

Other funds holding DUHP

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return