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Buckingham Strategic Wealth’s Dimensional US High Profitability ETF DUHP Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$67.2M Buy
2,099,693
+238,831
+13% +$7.42M 0.7% 23
2024
Q1 		$58.8M Buy
1,860,862
+1,110,170
+148% +$33.3M 0.62% 27
2023
Q4 		$21.5M Buy
750,692
+513,525
+217% +$13.7M 0.26% 55
2023
Q3 		$6.09M Buy
237,167
+71,513
+43% +$1.91M 0.09% 119
2023
Q2 		$4.4M Buy
165,654
+79,896
+93% +$2.02M 0.06% 141
2023
Q1 		$2.06M Hold
85,758
– – 0.04% 175
2022
Q4 		$2.06M Buy
85,758
+34,282
+67% +$813K 0.04% 175
2022
Q3 		$1.1M Buy
+51,476
New +$1.22M 0.02% 251

Other funds holding DUHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return