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Diversified Portfolios Inc’s Dimensional US High Profitability ETF DUHP Stock Holding History

Diversified Portfolios Inc’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
-265,278
Closed -$9.56M – 133
2022
Q1 		$9.56M Buy
+265,278
New +$6.79M 2.29% 8

Other funds holding DUHP

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
CCM
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
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
B
BetterWealth San Jose, California $565M AUM 23.16% 1-Year Est. Return
SSC
Syverson Strege & Co West Des Moines, Iowa $459M AUM 27.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return
ACP
Aveo Capital Partners Englewood, Colorado $601M AUM 5.92% 1-Year Est. Return

Diversified Portfolios Inc's DUHP Position: Q2 2022 in Review

Diversified Portfolios Inc sold out of Dimensional US High Profitability ETF (DUHP) in Q2 2022, closing a stake of 265,278 shares — an estimated $9.56M sold.

Diversified Portfolios Inc first reported a position in DUHP in Q1 2022 and held it in 1 quarter. The position peaked at $9.56M in Q1 2022. 58 funds tracked by Wall St. Rank hold DUHP as of Q2 2022.

  • Diversified Portfolios Inc reported no remaining Dimensional US High Profitability ETF position as of Q2 2022 after selling out during the quarter.
  • Diversified Portfolios Inc sold 265,278 Dimensional US High Profitability ETF shares in Q2 2022, an estimated $9.56M.
  • Diversified Portfolios Inc first reported a position in Dimensional US High Profitability ETF in Q1 2022 and held it in 1 quarter.
  • Diversified Portfolios Inc's Dimensional US High Profitability ETF position peaked at $9.56M in Q1 2022.
  • 58 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2022.

Based on Diversified Portfolios Inc's 13F filing for Q2 2022, filed 9 Aug 2022.