Firethorn Wealth Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

Firethorn Wealth 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	$2.1M	Sell	57,076 -773	-1%	-$29.6K	0.77%	31
2025 Q4	$2.2M	Sell	57,849 -645	-1%	-$24.4K	0.82%	27
2025 Q3	$2.21M	Sell	58,494 -22	-0%	-$807	0.87%	26
2025 Q2	$2.08M	Sell	58,516 -1,576	-3%	-$52.6K	0.9%	25
2025 Q1	$1.99M	Buy	60,092 +1,058	+2%	+$36.4K	0.95%	24
2024 Q4	$1.99M	Sell	59,034 -1,665	-3%	-$57.6K	0.99%	23
2024 Q3	$2.07M	Sell	60,699 -3,374	-5%	-$111K	1.05%	23
2024 Q2	$2.05M	Buy	64,073 +7,852	+14%	+$244K	1.16%	21
2024 Q1	$1.78M	Buy	56,221 +18,987	+51%	+$569K	1.05%	23
2023 Q4	$1.07M	Buy	37,234 +26,394	+243%	+$706K	0.7%	32
2023 Q3	$278K	Buy	+10,840	New	+$290K	0.21%	91

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