Brinker Capital Investments’s Dimensional US High Profitability ETF DUHP Stock Holding History

Brinker Capital Investments’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	$9.35M	Sell	254,484 -50,643	-17%	-$1.94M	0.08%	222
2025 Q4	$11.6M	Buy	305,127 +14,331	+5%	+$543K	0.09%	212
2025 Q3	$11M	Buy	290,796 +20,181	+7%	+$740K	0.09%	211
2025 Q2	$9.62M	Buy	270,615 +215,180	+388%	+$7.18M	0.08%	233
2025 Q1	$1.84M	Buy	55,435 +18,809	+51%	+$646K	0.02%	749
2024 Q4	$1.24M	Buy	36,626 +3,493	+11%	+$121K	0.01%	931
2024 Q3	$1.13M	Sell	33,133 -4,899	-13%	-$160K	0.01%	988
2024 Q2	$1.22M	Buy	38,032 +11,266	+42%	+$350K	0.01%	893
2024 Q1	$846K	Buy	26,766 +8,753	+49%	+$262K	0.01%	1056
2023 Q4	$513K	Buy	18,013 +4,055	+29%	+$108K	0.01%	1198
2023 Q3	$359K	Buy	13,958 +293	+2%	+$7.83K	﹤0.01%	1313
2023 Q2	$363K	Sell	13,665 -2,724	-17%	-$68.7K	﹤0.01%	1337
2023 Q1	$412K	Buy	+16,389	New	+$405K	0.01%	1207

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