Elevate Wealth Advisory’s Dimensional US High Profitability ETF DUHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $428K | Buy |
12,042
+3,044
| +34% | +$108K | 0.3% | 48 |
|
|
2025
Q1 | $298K | Buy |
8,998
+1
| +0% | +$33 | 0.21% | 59 |
|
|
2024
Q4 | $304K | Buy |
8,997
+1,632
| +22% | +$55.1K | 0.23% | 54 |
|
|
2024
Q3 | $251K | Buy |
7,365
+1
| +0% | +$34 | 0.19% | 60 |
|
|
2024
Q2 | $236K | Buy |
7,364
+134
| +2% | +$4.29K | 0.19% | 57 |
|
|
2024
Q1 | $229K | Sell |
7,230
-482
| -6% | -$15.2K | 0.2% | 56 |
|
|
2023
Q4 | $221K | Buy |
+7,712
| New | +$221K | 0.2% | 55 |
|