CW
DUHP icon

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

CreativeOne 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 		$4.74M Sell
128,831
-2,494
-2% -$95.6K 0.11% 176
2025
Q4 		$4.99M Sell
131,325
-2,447
-2% -$92.7K 0.12% 153
2025
Q3 		$5.05M Buy
133,772
+64,712
+94% +$2.37M 0.12% 155
2025
Q2 		$2.46M Sell
69,060
-121
-0.2% -$4.04K 0.06% 289
2025
Q1 		$2.29M Sell
69,181
-328
-0.5% -$11.3K 0.07% 271
2024
Q4 		$2.35M Buy
69,509
+10,805
+18% +$374K 0.07% 253
2024
Q3 		$2M Buy
+58,704
New +$1.92M 0.07% 262
2024
Q2 		– Sell
-15,511
Closed -$490K – 803
2024
Q1 		$490K Buy
+15,511
New +$465K 0.02% 571
2023
Q3 		– Sell
-10,494
Closed -$279K – 649
2023
Q2 		$279K Buy
10,494
+450
+4% +$11.4K 0.01% 667
2023
Q1 		$252K Buy
+10,044
New +$248K 0.01% 681

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
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
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