CVA Family Office’s Dimensional US High Profitability ETF DUHP Stock Holding History

CVA Family Office’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	$23.3M	Buy	633,985 +112,498	+22%	+$4.31M	2.45%	8
2025 Q4	$19.8M	Buy	521,487 +287,577	+123%	+$10.9M	2.28%	9
2025 Q3	$8.83M	Buy	233,910 +53,644	+30%	+$1.97M	1.14%	22
2025 Q2	$6.41M	Buy	180,266 +5,114	+3%	+$171K	0.9%	26
2025 Q1	$5.8M	Buy	175,152 +72,577	+71%	+$2.49M	0.89%	27
2024 Q4	$3.47M	Buy	102,575 +33,771	+49%	+$1.17M	0.55%	41
2024 Q3	$2.34M	Buy	68,804 +6,286	+10%	+$206K	0.38%	51
2024 Q2	$2M	Buy	62,518 +10,724	+21%	+$333K	0.36%	51
2024 Q1	$1.64M	Buy	51,794 +18,123	+54%	+$543K	0.29%	62
2023 Q4	$963K	Buy	+33,671	New	+$901K	0.19%	87
2023 Q3	–	Sell	-25	Closed	-$664	–	428
2023 Q2	$664	Buy	+25	New	+$631	﹤0.01%	968

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