CWG
DUHP icon

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

Crown Wealth 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 		$7.77M Sell
211,244
-4,343
-2% -$167K 2.28% 12
2025
Q4 		$8.2M Buy
215,587
+3,923
+2% +$149K 2.29% 13
2025
Q3 		$7.99M Buy
211,664
+12,404
+6% +$455K 2.4% 13
2025
Q2 		$7.09M Buy
199,260
+33,472
+20% +$1.12M 2.66% 9
2025
Q1 		$5.49M Sell
165,788
-27,415
-14% -$942K 2.85% 9
2024
Q4 		$6.53M Sell
193,203
-31,148
-14% -$1.08M 2.66% 10
2024
Q3 		$7.64M Buy
224,351
+22,650
+11% +$742K 3.32% 8
2024
Q2 		$6.45M Sell
201,701
-29,262
-13% -$910K 3.22% 9
2024
Q1 		$7.3M Buy
230,963
+381
+0.2% +$11.4K 3.76% 7
2023
Q4 		$6.6M Sell
230,582
-31,847
-12% -$852K 3.97% 7
2023
Q3 		$6.74M Sell
262,429
-40,907
-13% -$1.09M 5.07% 6
2023
Q2 		$8.05M Sell
303,336
-256,174
-46% -$6.46M 6.35% 5
2023
Q1 		$14.1M Buy
559,510
+31,579
+6% +$781K 11.78% 2
2022
Q4 		$12.7M Buy
527,931
+217,622
+70% +$5.16M 11.91% 2
2022
Q3 		$6.62M Buy
310,309
+192,514
+163% +$4.56M 6.79% 4
2022
Q2 		$2.65M Sell
117,795
-31,180
-21% -$760K 2.4% 9
2022
Q1 		$3.92M Buy
+148,975
New +$3.81M 2.73% 10

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