Dimensional Fund Advisors’s U.S. High Relative Profitability Portfolio ETF Class Shares DUHP Stock Holding History

Dimensional Fund Advisors’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
2022 Q2	–	Sell	-100,000	Closed	-$263M	–	3477
2022 Q1	$263M	Buy	+100,000	New	+$2.56M	0.08%	251

Other funds holding DUHP

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.65% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return

BetterWealth San Jose, California $591M AUM 14.77% 1-Year Est. Return

Syverson Strege & Co West Des Moines, Iowa $461M AUM 20.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Dimensional Fund Advisors's DUHP Position: Q2 2022 in Review

Dimensional Fund Advisors sold out of U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) in Q2 2022, closing a stake of 100,000 shares — an estimated $263M sold.

Dimensional Fund Advisors first reported a position in DUHP in Q1 2022 and held it in 1 quarter. The position peaked at $263M in Q1 2022. 59 funds tracked by Wall St. Rank hold DUHP as of Q2 2022.

Dimensional Fund Advisors reported no remaining U.S. High Relative Profitability Portfolio ETF Class Shares position as of Q2 2022 after selling out during the quarter.
Dimensional Fund Advisors sold 100,000 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q2 2022, an estimated $263M.
Dimensional Fund Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2022 and held it in 1 quarter.
Dimensional Fund Advisors's U.S. High Relative Profitability Portfolio ETF Class Shares position peaked at $263M in Q1 2022.
59 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q2 2022.

Based on Dimensional Fund Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.