Corient Private Wealth
DUHP icon

Corient Private Wealth’s Dimensional US High Profitability ETF DUHP Stock Holding History

Corient Private Wealth’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 		$138M Sell
3,755,680
-2,532,935
-40% -$97.1M 0.2% 106
2025
Q4 		$239M Buy
6,288,615
+4,551,380
+262% +$172M 0.16% 130
2025
Q3 		$65.6M Sell
1,737,235
-1,162,211
-40% -$42.6M 0.1% 193
2025
Q2 		$103M Buy
2,899,446
+24,421
+0.8% +$815K 0.14% 150
2025
Q1 		$95.3M Buy
2,875,025
+122,322
+4% +$4.2M 0.16% 145
2024
Q4 		$93M Buy
2,752,703
+586,886
+27% +$20.3M 0.15% 148
2024
Q3 		$73.8M Sell
2,165,817
-369,375
-15% -$12.1M 0.12% 181
2024
Q2 		$81.1M Buy
2,535,192
+77,557
+3% +$2.41M 0.14% 155
2024
Q1 		$77.7M Sell
2,457,635
-248,976
-9% -$7.46M 0.14% 163
2023
Q4 		$77.4M Buy
2,706,611
+1,820,225
+205% +$48.7M 0.14% 159
2023
Q3 		$22.8M Sell
886,386
-254,673
-22% -$6.81M 0.05% 319
2023
Q2 		$30.3M Sell
1,141,059
-6,162
-0.5% -$156K 0.07% 266
2023
Q1 		$28.8M Buy
1,147,221
+418,170
+57% +$10.3M 0.08% 246
2022
Q4 		$17.5M Buy
+729,051
New +$17.3M 0.06% 288

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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM