Family Wealth Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.31M | Buy |
261,697
+8,447
| +3% | +$300K | 3.72% | 6 |
|
|
2025
Q1 | $8.39M | Buy |
253,250
+13,764
| +6% | +$456K | 3.83% | 6 |
|
|
2024
Q4 | $8.09M | Buy |
239,486
+39,769
| +20% | +$1.34M | 3.85% | 5 |
|
|
2024
Q3 | $6.8M | Buy |
199,717
+3,879
| +2% | +$132K | 3.48% | 6 |
|
|
2024
Q2 | $6.26M | Buy |
195,838
+24,666
| +14% | +$789K | 3.25% | 6 |
|
|
2024
Q1 | $5.41M | Buy |
171,172
+63,375
| +59% | +$2M | 3.07% | 8 |
|
|
2023
Q4 | $3.08M | Buy |
+107,797
| New | +$3.08M | 2.38% | 13 |
|