Fidelis Capital Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

Fidelis Capital Partners’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	$2.37M	Hold	64,394	–	–	0.17%	108
2025 Q4	$2.45M	Sell	64,394 -1,900	-3%	-$72K	0.18%	103
2025 Q3	$2.5M	Hold	66,294	–	–	0.2%	92
2025 Q2	$2.41M	Sell	66,294 -1,255	-2%	-$41.9K	0.22%	83
2025 Q1	$2.18M	Buy	67,549 +25,439	+60%	+$874K	0.23%	82
2024 Q4	$1.46M	Buy	42,110 +13,473	+47%	+$466K	0.15%	121
2024 Q3	$985K	Buy	28,637 +10,535	+58%	+$345K	0.12%	153
2024 Q2	$558K	Buy	18,102 +3,176	+21%	+$98.7K	0.08%	202
2024 Q1	$472K	Buy	14,926 +7,710	+107%	+$231K	0.07%	219
2023 Q4	$206K	Buy	+7,216	New	+$193K	0.05%	308

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