CAPTRUST Financial Advisors
DUHP icon

CAPTRUST Financial Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

CAPTRUST Financial Advisors’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 		$2.94M Sell
79,894
-13,573
-15% -$521K 0.01% 1014
2025
Q4 		$3.55M Sell
93,467
-1,654,220
-95% -$62.7M 0.01% 805
2025
Q3 		$66M Sell
1,747,687
-63
-0% -$2.31K 0.13% 137
2025
Q2 		$62.1M Buy
1,747,750
+6,517
+0.4% +$218K 0.14% 139
2025
Q1 		$57.7M Sell
1,741,233
-46,681
-3% -$1.6M 0.14% 138
2024
Q4 		$60.4M Sell
1,787,914
-39,352
-2% -$1.36M 0.17% 116
2024
Q3 		$62.3M Sell
1,827,266
-40,699
-2% -$1.33M 0.18% 108
2024
Q2 		$59.8M Sell
1,867,965
-122,216
-6% -$3.8M 0.19% 105
2024
Q1 		$62.9M Sell
1,990,181
-74,749
-4% -$2.24M 0.23% 96
2023
Q4 		$59.1M Sell
2,064,930
-41,269
-2% -$1.1M 0.2% 103
2023
Q3 		$54.1M Buy
2,106,199
+56,863
+3% +$1.52M 0.21% 103
2023
Q2 		$54.4M Buy
+2,049,336
New +$51.7M 0.21% 101

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FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AC
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return