Coston McIsaac & Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

Coston McIsaac & Partners’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	$2.48M	Buy	67,426 +3,482	+5%	+$134K	0.56%	48
2025 Q4	$2.43M	Buy	63,944 +12,189	+24%	+$462K	0.56%	48
2025 Q3	$1.95M	Buy	51,755 +1,313	+3%	+$48.1K	0.47%	50
2025 Q2	$1.79M	Buy	50,442 +4,660	+10%	+$156K	0.46%	48
2025 Q1	$1.52M	Buy	45,782 +10,185	+29%	+$350K	0.44%	48
2024 Q4	$1.2M	Buy	35,597 +35,000	+5,863%	+$1.21M	0.36%	55
2024 Q3	$20	Buy	597 +375	+169%	+$12.3K	0.01%	398
2024 Q2	$7K	Hold	222	–	–	﹤0.01%	517
2024 Q1	$7K	Buy	+222	New	+$6.66K	﹤0.01%	528

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