EWA
EverSource Wealth Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.43M | Buy |
237,070
+41,642
| +21% | +$1.48M | 0.38% | 64 |
|
|
2025
Q1 | $6.48M | Buy |
195,428
+19,637
| +11% | +$651K | 0.36% | 72 |
|
|
2024
Q4 | $5.94M | Buy |
175,791
+26,939
| +18% | +$910K | 0.33% | 72 |
|
|
2024
Q3 | $5.07M | Buy |
148,852
+11,422
| +8% | +$389K | 0.32% | 70 |
|
|
2024
Q2 | $4.47M | Buy |
137,430
+42,376
| +45% | +$1.38M | 0.3% | 75 |
|
|
2024
Q1 | $2.86M | Buy |
95,054
+37,905
| +66% | +$1.14M | 0.22% | 96 |
|
|
2023
Q4 | $1.64M | Buy |
57,149
+38,702
| +210% | +$1.11M | 0.15% | 126 |
|
|
2023
Q3 | $474K | Buy |
18,447
+18,053
| +4,582% | +$464K | 0.05% | 236 |
|
|
2023
Q2 | $10.5K | Buy |
+394
| New | +$10.5K | ﹤0.01% | 1419 |
|