Envestnet Portfolio Solutions

Envestnet Portfolio Solutions’s Dimensional US High Profitability ETF DUHP Stock Holding History

Envestnet Portfolio Solutions’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
2025 Q4	–	Sell	-12,223	Closed	-$462K	–	1505
2025 Q3	$462K	Buy	+12,223	New	+$448K	﹤0.01%	1066
2025 Q1	–	Sell	-19,305	Closed	-$652K	–	1608
2024 Q4	$652K	Buy	19,305 +1,953	+11%	+$67.6K	﹤0.01%	1104
2024 Q3	$591K	Buy	17,352 +3,094	+22%	+$101K	﹤0.01%	1110
2024 Q2	$456K	Buy	14,258 +1,225	+9%	+$38.1K	﹤0.01%	1179
2024 Q1	$412K	Sell	13,033 -1,417	-10%	-$42.5K	﹤0.01%	1196
2023 Q4	$413K	Buy	14,450 +28	+0.2%	+$749	﹤0.01%	1128
2023 Q3	$371K	Buy	+14,422	New	+$385K	﹤0.01%	1121

Other funds holding DUHP

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Petersen Hastings Wealth Advisors Kennewick, Washington $1.09B AUM

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return