Cherrydale Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.85M | Buy |
51,960
+8,821
| +20% | +$314K | 0.64% | 21 |
|
2025
Q1 | $1.43M | Buy |
43,139
+1,643
| +4% | +$54.4K | 0.57% | 18 |
|
2024
Q4 | $1.4M | Buy |
41,496
+8,774
| +27% | +$296K | 0.54% | 20 |
|
2024
Q3 | $1.11M | Buy |
32,722
+21,294
| +186% | +$725K | 0.46% | 23 |
|
2024
Q2 | $366K | Sell |
11,428
-1,180
| -9% | -$37.7K | 0.16% | 44 |
|
2024
Q1 | $399K | Sell |
12,608
-4,676
| -27% | -$148K | 0.19% | 36 |
|
2023
Q4 | $495K | Buy |
17,284
+313
| +2% | +$8.96K | 0.26% | 31 |
|
2023
Q3 | $436K | Buy |
+16,971
| New | +$436K | 0.26% | 31 |
|