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Burleson & Co’s Dimensional US High Profitability ETF DUHP Stock Holding History

Burleson & Co’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
2022
Q4 		$61.9K Buy
2,576
+578
+29% +$13.7K 0.02% 168
2022
Q3 		$43K Buy
+1,998
New +$47.3K 0.01% 200

Other funds holding DUHP

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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Burleson & Co's DUHP Position: Q4 2022 in Review

Burleson & Co increased its Dimensional US High Profitability ETF (DUHP) stake by 29% in Q4 2022, buying an estimated $13.7K and bringing the position to 2,576 shares worth $61.9K. The position accounts for 0.02% of the portfolio, ranked #168.

Burleson & Co first reported a position in DUHP in Q3 2022 and has held it in 2 quarters since. 128 funds tracked by Wall St. Rank hold DUHP as of Q4 2022.

  • Burleson & Co held 2,576 shares of Dimensional US High Profitability ETF worth $61.9K as of Q4 2022.
  • Burleson & Co bought 578 Dimensional US High Profitability ETF shares in Q4 2022, an estimated $13.7K.
  • Dimensional US High Profitability ETF made up 0.02% of Burleson & Co's portfolio in Q4 2022, its #168 holding.
  • Burleson & Co first reported a position in Dimensional US High Profitability ETF in Q3 2022 and has held it in 2 quarters since.
  • 128 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.