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

Dopkins Wealth Management’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 Q2	$3.86M	Sell	92,401 -1,132	-1%	-$45.2K	1.4%	18
2026 Q1	$3.44M	Buy	93,533 +5,477	+6%	+$210K	1.38%	17
2025 Q4	$3.35M	Sell	88,056 -975	-1%	-$36.9K	1.37%	16
2025 Q3	$3.36M	Buy	89,031 +4,144	+5%	+$152K	1.42%	16
2025 Q2	$3.02M	Buy	84,887 +17,303	+26%	+$578K	1.35%	16
2025 Q1	$2.24M	Buy	67,584 +8,476	+14%	+$291K	1.14%	20
2024 Q4	$2M	Buy	59,108 +48,480	+456%	+$1.68M	1.02%	21
2024 Q3	$362K	Sell	10,628 -8,113	-43%	-$266K	0.29%	39
2024 Q2	$600K	Sell	18,741 -367	-2%	-$11.4K	0.36%	38
2024 Q1	$604K	Buy	19,108 +7,266	+61%	+$218K	0.36%	37
2023 Q4	$339K	Buy	+11,842	New	+$317K	0.26%	36

Other funds holding DUHP

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return