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Coppell Advisory Solutions’s Dimensional US High Profitability ETF DUHP Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-2,011
Closed -$68K – 740
2024
Q4 		$68K Hold
2,011
– – 0.01% 506
2024
Q3 		$68.3K Sell
2,011
-65
-3% -$2.13K 0.01% 470
2024
Q2 		$66.4K Buy
+2,076
New +$64.5K 0.01% 432

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Coppell Advisory Solutions's DUHP Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Dimensional US High Profitability ETF (DUHP) in Q1 2025, closing a stake of 2,011 shares — an estimated $68K sold.

Coppell Advisory Solutions first reported a position in DUHP in Q2 2024 and held it in 3 quarters. The position peaked at $68.3K in Q3 2024. 394 funds tracked by Wall St. Rank hold DUHP as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Dimensional US High Profitability ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,011 Dimensional US High Profitability ETF shares in Q1 2025, an estimated $68K.
  • Coppell Advisory Solutions first reported a position in Dimensional US High Profitability ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's Dimensional US High Profitability ETF position peaked at $68.3K in Q3 2024.
  • 394 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.