Farther Finance Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Farther Finance 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	$28.9M	Buy	781,419 +13,638	+2%	+$523K	0.27%	71
2025 Q4	$29.2M	Buy	767,781 +684,222	+819%	+$25.9M	0.31%	61
2025 Q3	$3.16M	Buy	83,559 +13,357	+19%	+$490K	0.05%	321
2025 Q2	$2.5M	Buy	70,202 +1,160	+2%	+$38.7K	0.05%	310
2025 Q1	$2.29M	Sell	69,042 -1,121	-2%	-$38.5K	0.06%	274
2024 Q4	$2.37M	Sell	70,163 -18,920	-21%	-$655K	0.09%	194
2024 Q3	$3.04M	Buy	89,083 +58,908	+195%	+$1.93M	0.11%	150
2024 Q2	$964K	Buy	30,175 +866	+3%	+$26.9K	0.05%	311
2024 Q1	$922K	Buy	29,309 +5,556	+23%	+$167K	0.06%	270
2023 Q4	$680K	Sell	23,753 -891	-4%	-$23.8K	0.05%	294
2023 Q3	$633K	Buy	24,644 +3,949	+19%	+$106K	0.1%	168
2023 Q2	$549K	Buy	20,695 +2,056	+11%	+$51.9K	0.12%	150
2023 Q1	$469K	Buy	18,639 +12,009	+181%	+$297K	0.14%	139
2022 Q4	$159K	Buy	+6,630	New	+$157K	0.06%	253

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