Envision Financial Planning’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 | $14.4M | Sell |
406,013
-2,910
| -0.7% | -$103K | 6.75% | 5 |
|
|
2025
Q1 | $13.6M | Sell |
408,923
-1,890
| -0.5% | -$62.6K | 6.91% | 5 |
|
|
2024
Q4 | $13.9M | Buy |
410,813
+10,305
| +3% | +$348K | 7.17% | 4 |
|
|
2024
Q3 | $13.6M | Buy |
400,508
+246,967
| +161% | +$8.41M | 7.18% | 5 |
|
|
2024
Q2 | $4.91M | Buy |
153,541
+21,610
| +16% | +$691K | 3.75% | 9 |
|
|
2024
Q1 | $4.17M | Buy |
131,931
+17,862
| +16% | +$565K | 3.37% | 9 |
|
|
2023
Q4 | $3.26M | Buy |
114,069
+19,691
| +21% | +$563K | 2.86% | 12 |
|
|
2023
Q3 | $2.42M | Buy |
+94,378
| New | +$2.42M | 2.4% | 15 |
|