EverSource Wealth Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

EverSource Wealth Advisors’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	$3.93M	Sell	106,979 -162,694	-60%	-$6.24M	0.12%	136
2025 Q4	$10.3M	Buy	269,673 +28,144	+12%	+$1.07M	0.38%	58
2025 Q3	$9.12M	Buy	241,529 +4,459	+2%	+$163K	0.36%	69
2025 Q2	$8.43M	Buy	237,070 +41,642	+21%	+$1.39M	0.38%	64
2025 Q1	$6.48M	Buy	195,428 +19,637	+11%	+$675K	0.36%	72
2024 Q4	$5.94M	Buy	175,791 +26,939	+18%	+$932K	0.33%	72
2024 Q3	$5.07M	Buy	148,852 +11,422	+8%	+$374K	0.32%	70
2024 Q2	$4.47M	Buy	137,430 +42,376	+45%	+$1.32M	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%	+$1.04M	0.15%	126
2023 Q3	$474K	Buy	18,447 +18,053	+4,582%	+$483K	0.05%	236
2023 Q2	$10.5K	Buy	+394	New	+$9.94K	﹤0.01%	1419

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