Capital Investment Advisory Services’s Dimensional US High Profitability ETF DUHP Stock Holding History

Capital Investment Advisory Services’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	$4.2M	Buy	114,274 +3,258	+3%	+$125K	0.31%	76
2025 Q4	$4.22M	Buy	111,016 +5,546	+5%	+$210K	0.3%	77
2025 Q3	$3.98M	Buy	105,470 +409	+0.4%	+$15K	0.32%	76
2025 Q2	$3.74M	Buy	105,061 +8,080	+8%	+$270K	0.31%	78
2025 Q1	$3.21M	Buy	96,981 +17,089	+21%	+$587K	0.29%	88
2024 Q4	$2.7M	Sell	79,892 -656	-0.8%	-$22.7K	0.26%	82
2024 Q3	$2.74M	Sell	80,548 -3,034	-4%	-$99.4K	0.26%	86
2024 Q2	$2.67M	Buy	83,582 +32,680	+64%	+$1.02M	0.28%	83
2024 Q1	$1.61M	Buy	50,902 +50,070	+6,018%	+$1.5M	0.17%	135
2023 Q4	$23.8K	Buy	832 +206	+33%	+$5.51K	﹤0.01%	759
2023 Q3	$16.1K	Hold	626	–	–	﹤0.01%	746
2023 Q2	$16.6K	Buy	626 +304	+94%	+$7.67K	﹤0.01%	709
2023 Q1	$8.1K	Buy	+322	New	+$7.96K	﹤0.01%	754

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