Evanson Asset Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Evanson Asset Management’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	$3.55M	Buy	96,671 +7,858	+9%	+$301K	0.19%	58
2025 Q4	$3.38M	Buy	88,813 +1,882	+2%	+$71.3K	0.18%	61
2025 Q3	$3.28M	Buy	86,931 +1,550	+2%	+$56.8K	0.19%	60
2025 Q2	$3.04M	Sell	85,381 -13,443	-14%	-$449K	0.19%	57
2025 Q1	$3.28M	Buy	98,824 +31,938	+48%	+$1.1M	0.23%	51
2024 Q4	$2.26M	Buy	66,886 +9,125	+16%	+$316K	0.15%	71
2024 Q3	$1.97M	Buy	57,761 +14,743	+34%	+$483K	0.14%	79
2024 Q2	$1.38M	Buy	43,018 +24,153	+128%	+$751K	0.1%	98
2024 Q1	$596K	Buy	18,865 +2,253	+14%	+$67.5K	0.04%	160
2023 Q4	$475K	Buy	16,612 +5,373	+48%	+$144K	0.04%	181
2023 Q3	$289K	Buy	11,239 +1,101	+11%	+$29.4K	0.03%	227
2023 Q2	$269K	Buy	10,138 +23	+0.2%	+$580	0.02%	233
2023 Q1	$254K	Buy	10,115 +1,426	+16%	+$35.3K	0.03%	230
2022 Q4	$209K	Buy	+8,689	New	+$206K	0.02%	244

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return