Dowling & Yahnke’s Dimensional US High Profitability ETF DUHP Stock Holding History

Dowling & Yahnke’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 Q3	$3.44M	Buy	+161,010	New	+$3.81M	0.16%	130

Other funds holding DUHP

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

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

Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return

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

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

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

HighTower Advisors

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Dowling & Yahnke's DUHP Position: Q3 2022 in Review

Dowling & Yahnke opened a new position in Dimensional US High Profitability ETF (DUHP) in Q3 2022: 161,010 shares worth $3.44M. The stake represents 0.16% of the portfolio and ranks #130 among its holdings.

84 funds tracked by Wall St. Rank hold DUHP as of Q3 2022.

Dowling & Yahnke held 161,010 shares of Dimensional US High Profitability ETF worth $3.44M as of Q3 2022.
Dimensional US High Profitability ETF was a new Dowling & Yahnke position in Q3 2022.
Dimensional US High Profitability ETF made up 0.16% of Dowling & Yahnke's portfolio in Q3 2022, its #130 holding.
84 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2022.

Based on Dowling & Yahnke's 13F filing for Q3 2022, filed 3 Nov 2022.