CWM
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Castle Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-57
Closed -$1K – 252
2022
Q3 		$1K Sell
57
-142
-71% -$3.36K ﹤0.01% 619
2022
Q2 		$4K Buy
+199
New +$4.85K ﹤0.01% 503

Other funds holding DUHP

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Castle Wealth Management's DUHP Position: Q4 2022 in Review

Castle Wealth Management sold out of Dimensional US High Profitability ETF (DUHP) in Q4 2022, closing a stake of 57 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in DUHP in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q2 2022. 128 funds tracked by Wall St. Rank hold DUHP as of Q4 2022.

  • Castle Wealth Management reported no remaining Dimensional US High Profitability ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 57 Dimensional US High Profitability ETF shares in Q4 2022, an estimated $1K.
  • Castle Wealth Management first reported a position in Dimensional US High Profitability ETF in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Dimensional US High Profitability ETF position peaked at $4K in Q2 2022.
  • 128 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.