EFP
DUHP icon

Envision Financial Planning’s Dimensional US High Profitability ETF DUHP Stock Holding History

Envision Financial Planning’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
Q1 		$17M Buy
461,427
+22,024
+5% +$845K 6.14% 6
2025
Q4 		$16.7M Buy
439,403
+7,735
+2% +$293K 6.32% 6
2025
Q3 		$16.3M Buy
431,668
+25,655
+6% +$941K 6.91% 5
2025
Q2 		$14.4M Sell
406,013
-2,910
-0.7% -$97.2K 6.75% 5
2025
Q1 		$13.6M Sell
408,923
-1,890
-0.5% -$64.9K 6.91% 5
2024
Q4 		$13.9M Buy
410,813
+10,305
+3% +$357K 7.17% 4
2024
Q3 		$13.6M Buy
400,508
+246,967
+161% +$8.09M 7.18% 5
2024
Q2 		$4.91M Buy
153,541
+21,610
+16% +$672K 3.75% 9
2024
Q1 		$4.17M Buy
131,931
+17,862
+16% +$535K 3.37% 9
2023
Q4 		$3.26M Buy
114,069
+19,691
+21% +$527K 2.86% 12
2023
Q3 		$2.42M Buy
+94,378
New +$2.52M 2.4% 15

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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return