Blue Trust Inc’s Dimensional US High Profitability ETF DUHP Stock Holding History

Blue Trust Inc’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	$4.25M	Buy	115,577 +3,776	+3%	+$145K	0.05%	114
2025 Q4	$4.25M	Sell	111,801 -613	-0.5%	-$23.2K	0.05%	113
2025 Q3	$4.25M	Buy	112,414 +3,357	+3%	+$123K	0.05%	111
2025 Q2	$3.88M	Buy	109,057 +3,654	+3%	+$122K	0.05%	116
2025 Q1	$3.49M	Buy	105,403 +6,439	+7%	+$221K	0.04%	113
2024 Q4	$3.34M	Buy	98,964 +52,814	+114%	+$1.83M	0.04%	110
2024 Q3	$1.48M	Sell	46,150 -16,930	-27%	-$554K	0.02%	201
2024 Q2	$1.99M	Hold	63,080	–	–	0.03%	135
2024 Q1	$1.99M	Buy	63,080 +16,938	+37%	+$508K	0.03%	115
2023 Q4	$1.19M	Buy	46,142 +13,325	+41%	+$356K	0.02%	153
2023 Q3	$871K	Buy	32,817 +3,237	+11%	+$86.5K	0.01%	182
2023 Q2	$744K	Buy	+29,580	New	+$746K	0.01%	190

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