Envestnet Portfolio Solutions’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
Q1 | – | Sell |
-19,305
| Closed | -$652K | – | 1608 |
|
2024
Q4 | $652K | Buy |
19,305
+1,953
| +11% | +$66K | ﹤0.01% | 1104 |
|
2024
Q3 | $591K | Buy |
17,352
+3,094
| +22% | +$105K | ﹤0.01% | 1110 |
|
2024
Q2 | $456K | Buy |
14,258
+1,225
| +9% | +$39.2K | ﹤0.01% | 1179 |
|
2024
Q1 | $412K | Sell |
13,033
-1,417
| -10% | -$44.8K | ﹤0.01% | 1196 |
|
2023
Q4 | $413K | Buy |
14,450
+28
| +0.2% | +$801 | ﹤0.01% | 1128 |
|
2023
Q3 | $371K | Buy |
+14,422
| New | +$371K | ﹤0.01% | 1121 |
|