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Equius Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

Equius Partners’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
2022
Q4 		$741K Buy
30,850
+8,416
+38% +$200K 0.23% 14
2022
Q3 		$479K Buy
22,434
+4,213
+23% +$99.7K 0.17% 9
2022
Q2 		$410K Hold
18,221
– – 0.14% 10
2022
Q1 		$480K Buy
+18,221
New +$467K 0.21% 7

Other funds holding DUHP

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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Equius Partners's DUHP Position: Q4 2022 in Review

Equius Partners increased its Dimensional US High Profitability ETF (DUHP) stake by 38% in Q4 2022, buying an estimated $200K and bringing the position to 30,850 shares worth $741K. The position accounts for 0.23% of the portfolio, ranked #14.

Equius Partners first reported a position in DUHP in Q1 2022 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold DUHP as of Q4 2022.

  • Equius Partners held 30,850 shares of Dimensional US High Profitability ETF worth $741K as of Q4 2022.
  • Equius Partners bought 8,416 Dimensional US High Profitability ETF shares in Q4 2022, an estimated $200K.
  • Dimensional US High Profitability ETF made up 0.23% of Equius Partners's portfolio in Q4 2022, its #14 holding.
  • Equius Partners first reported a position in Dimensional US High Profitability ETF in Q1 2022 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2022.

Based on Equius Partners's 13F filing for Q4 2022, filed 27 Jan 2023.