Chicago Partners Investment Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Chicago Partners Investment 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	$42.8M	Buy	1,092,697 +27,120	+3%	+$1.04M	0.96%	19
2025 Q4	$41M	Buy	1,065,577 +5,427	+0.5%	+$206K	1.01%	18
2025 Q3	$40.8M	Buy	1,060,150 +21,193	+2%	+$777K	1.07%	18
2025 Q2	$38M	Buy	1,038,957 +33,673	+3%	+$1.12M	1.09%	16
2025 Q1	$33.1M	Buy	1,005,284 +24,482	+2%	+$841K	1.1%	17
2024 Q4	$33.3M	Buy	980,802 +33,852	+4%	+$1.17M	1.11%	20
2024 Q3	$32.6M	Buy	946,950 +209,585	+28%	+$6.86M	1.16%	17
2024 Q2	$23.7M	Buy	737,365 +31,800	+5%	+$989K	0.91%	22
2024 Q1	$21.3M	Buy	705,565 +41,928	+6%	+$1.26M	0.91%	22
2023 Q4	$19.4M	Buy	663,637 +49,976	+8%	+$1.34M	0.9%	22
2023 Q3	$15.6M	Buy	613,661 +96,438	+19%	+$2.58M	0.84%	24
2023 Q2	$14M	Buy	517,223 +113,305	+28%	+$2.86M	0.73%	27
2023 Q1	$10.2M	Buy	403,918 +140,075	+53%	+$3.46M	0.59%	35
2022 Q4	$6.74M	Buy	263,843 +108,781	+70%	+$2.58M	0.41%	55
2022 Q3	$3.64M	Buy	155,062 +113,239	+271%	+$2.68M	0.26%	87
2022 Q2	$1.02M	Buy	41,823 +31,347	+299%	+$764K	0.07%	228
2022 Q1	$245K	Buy	+10,476	New	+$268K	0.02%	460

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