First Foundation Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

First Foundation 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	$492K	Hold	13,388	–	–	0.02%	238
2025 Q4	$509K	Hold	13,388	–	–	0.02%	232
2025 Q3	$506K	Hold	13,388	–	–	0.02%	229
2025 Q2	$476K	Hold	13,388	–	–	0.02%	241
2025 Q1	$444K	Hold	13,388	–	–	0.02%	233
2024 Q4	$452K	Hold	13,388	–	–	0.02%	239
2024 Q3	$456K	Hold	13,388	–	–	0.02%	238
2024 Q2	$428K	Hold	13,388	–	–	0.02%	242
2024 Q1	$423K	Hold	13,388	–	–	0.02%	241
2023 Q4	$383K	Sell	13,388 -373	-3%	-$9.98K	0.02%	254
2023 Q3	$354K	Hold	13,761	–	–	0.02%	294
2023 Q2	$365K	Buy	+13,761	New	+$347K	0.02%	280

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