Birchcreek Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Birchcreek Wealth Management’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
2023 Q4	–	Sell	-8,378	Closed	-$215K	–	138
2023 Q3	$215K	Sell	8,378 -12,832	-60%	-$343K	0.15%	128
2023 Q2	$563K	Buy	21,210 +4,301	+25%	+$109K	0.39%	65
2023 Q1	$425K	Buy	16,909 +2,389	+16%	+$59.1K	0.34%	77
2022 Q4	$349K	Buy	14,520 +319	+2%	+$7.56K	0.31%	83
2022 Q3	$303K	Buy	+14,201	New	+$336K	0.28%	85

Other funds holding DUHP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Birchcreek Wealth Management's DUHP Position: Q4 2023 in Review

Birchcreek Wealth Management sold out of Dimensional US High Profitability ETF (DUHP) in Q4 2023, closing a stake of 8,378 shares — an estimated $215K sold.

Birchcreek Wealth Management first reported a position in DUHP in Q3 2022 and held it in 5 quarters. The position peaked at $563K in Q2 2023. 239 funds tracked by Wall St. Rank hold DUHP as of Q4 2023.

Birchcreek Wealth Management reported no remaining Dimensional US High Profitability ETF position as of Q4 2023 after selling out during the quarter.
Birchcreek Wealth Management sold 8,378 Dimensional US High Profitability ETF shares in Q4 2023, an estimated $215K.
Birchcreek Wealth Management first reported a position in Dimensional US High Profitability ETF in Q3 2022 and held it in 5 quarters.
Birchcreek Wealth Management's Dimensional US High Profitability ETF position peaked at $563K in Q2 2023.
239 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2023.

Based on Birchcreek Wealth Management's 13F filing for Q4 2023, filed 5 Feb 2024.