Carson Wealth (CWM LLC)’s Dimensional US High Profitability ETF DUHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Sell |
39,685
-3,650
| -8% | -$130K | 0.01% | 1086 |
|
|
2025
Q1 | $1.44M | Buy |
43,335
+11,733
| +37% | +$389K | 0.01% | 963 |
|
|
2024
Q4 | $1.07M | Buy |
31,602
+12,927
| +69% | +$437K | ﹤0.01% | 1046 |
|
|
2024
Q3 | $636K | Buy |
18,675
+16,611
| +805% | +$566K | ﹤0.01% | 1222 |
|
|
2024
Q2 | $66K | Buy |
+2,064
| New | +$66K | ﹤0.01% | 2263 |
|
|
2024
Q1 | – | Sell |
-121
| Closed | -$3K | – | 4402 |
|
|
2023
Q4 | $3K | Sell |
121
-2,297
| -95% | -$57K | ﹤0.01% | 3678 |
|
|
2023
Q3 | $62K | Buy |
+2,418
| New | +$62K | ﹤0.01% | 1936 |
|