Boyce & Associates Wealth Consulting’s Dimensional US High Profitability ETF DUHP Stock Holding History

Boyce & Associates Wealth Consulting’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	$2.74M	Buy	74,618 +23	+0%	+$882	2.08%	13
2025 Q4	$2.84M	Buy	74,595 +679	+0.9%	+$25.7K	2.38%	10
2025 Q3	$2.79M	Buy	73,916 +3,609	+5%	+$132K	2.28%	11
2025 Q2	$2.5M	Buy	70,307 +3,736	+6%	+$125K	2.28%	10
2025 Q1	$2.21M	Buy	66,571 +12,269	+23%	+$422K	2.21%	11
2024 Q4	$1.83M	Buy	54,302 +5,792	+12%	+$200K	1.86%	13
2024 Q3	$1.65M	Buy	48,510 +3,079	+7%	+$101K	1.72%	11
2024 Q2	$1.45M	Buy	45,431 +9,943	+28%	+$309K	1.71%	11
2024 Q1	$1.12M	Buy	+35,488	New	+$1.06M	1.45%	14

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