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Capital CS Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Capital CS Group’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
2025
Q1 		– Sell
-7,380
Closed -$249K – 69
2024
Q4 		$249K Hold
7,380
– – 0.33% 44
2024
Q3 		$251K Hold
7,380
– – 0.3% 55
2024
Q2 		$236K Hold
7,380
– – 0.26% 67
2024
Q1 		$233K Hold
7,380
– – 0.22% 74
2023
Q4 		$211K Sell
7,380
-1,091
-13% -$29.2K 0.23% 57
2023
Q3 		$218K Sell
8,471
-6,084
-42% -$163K 0.26% 48
2023
Q2 		$386K Buy
+14,555
New +$367K 0.38% 31

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Capital CS Group's DUHP Position: Q1 2025 in Review

Capital CS Group sold out of Dimensional US High Profitability ETF (DUHP) in Q1 2025, closing a stake of 7,380 shares — an estimated $249K sold.

Capital CS Group first reported a position in DUHP in Q2 2023 and held it in 7 quarters. The position peaked at $386K in Q2 2023. 394 funds tracked by Wall St. Rank hold DUHP as of Q1 2025.

  • Capital CS Group reported no remaining Dimensional US High Profitability ETF position as of Q1 2025 after selling out during the quarter.
  • Capital CS Group sold 7,380 Dimensional US High Profitability ETF shares in Q1 2025, an estimated $249K.
  • Capital CS Group first reported a position in Dimensional US High Profitability ETF in Q2 2023 and held it in 7 quarters.
  • Capital CS Group's Dimensional US High Profitability ETF position peaked at $386K in Q2 2023.
  • 394 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2025.

Based on Capital CS Group's 13F filing for Q1 2025, filed 9 Apr 2025.