EH
DUHP icon

Equitable Holdings’s Dimensional US High Profitability ETF DUHP Stock Holding History

Equitable Holdings’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
2024
Q4 		– Sell
-194,303
Closed -$6.62M – 1289
2024
Q3 		$6.62M Sell
194,303
-36
-0% -$1.18K 0.06% 229
2024
Q2 		$6.22M Buy
194,339
+43,129
+29% +$1.34M 0.07% 224
2024
Q1 		$4.78M Buy
151,210
+70,460
+87% +$2.11M 0.05% 249
2023
Q4 		$2.31M Buy
80,750
+44,563
+123% +$1.19M 0.03% 375
2023
Q3 		$930K Buy
36,187
+1,211
+3% +$32.4K 0.01% 552
2023
Q2 		$928K Buy
34,976
+1,003
+3% +$25.3K 0.01% 532
2023
Q1 		$854K Buy
33,973
+7,105
+26% +$176K 0.01% 513
2022
Q4 		$645K Buy
26,868
+8,246
+44% +$195K 0.01% 548
2022
Q3 		$397K Buy
+18,622
New +$441K 0.01% 620

Other funds holding DUHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return