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

Caprock 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
2026 Q1	$3.12M	Buy	84,910 +89	+0.1%	+$3.41K	0.08%	227
2025 Q4	$3.23M	Buy	84,821 +171	+0.2%	+$6.48K	0.07%	246
2025 Q3	$3.12M	Buy	+84,650	New	+$3.1M	0.08%	226
2025 Q1	$3.68M	Sell	111,136 -2,596	-2%	-$89.2K	0.11%	156
2024 Q4	$3.84M	Buy	113,732 +51	+0%	+$1.76K	0.13%	140
2024 Q3	$3.87M	Buy	113,681 +53,996	+90%	+$1.77M	0.14%	124
2024 Q2	$1.91M	Buy	59,685 +6,455	+12%	+$201K	0.08%	217
2024 Q1	$1.68M	Buy	53,230 +437	+0.8%	+$13.1K	0.1%	162
2023 Q4	$1.51M	Buy	52,793 +53	+0.1%	+$1.42K	0.1%	172
2023 Q3	$1.35M	Sell	52,740 -8,025	-13%	-$214K	0.1%	156
2023 Q2	$1.61M	Buy	60,765 +9,698	+19%	+$245K	0.12%	136
2023 Q1	$1.28M	Buy	+51,067	New	+$1.26M	0.1%	161

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