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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 $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
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
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Buckingham Strategic Wealth's DUHP Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Dimensional US High Profitability ETF (DUHP) stake by 13% in Q2 2024, buying an estimated $7.42M and bringing the position to 2,099,693 shares worth $67.2M. The position accounts for 0.7% of the portfolio, ranked #23.

Buckingham Strategic Wealth first reported a position in DUHP in Q3 2022 and has held it in 8 quarters since. 290 funds tracked by Wall St. Rank hold DUHP as of Q2 2024.

  • Buckingham Strategic Wealth held 2,099,693 shares of Dimensional US High Profitability ETF worth $67.2M as of Q2 2024.
  • Buckingham Strategic Wealth bought 238,831 Dimensional US High Profitability ETF shares in Q2 2024, an estimated $7.42M.
  • Dimensional US High Profitability ETF made up 0.7% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #23 holding.
  • Buckingham Strategic Wealth first reported a position in Dimensional US High Profitability ETF in Q3 2022 and has held it in 8 quarters since.
  • 290 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.