Fortis Capital Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Fortis Capital Management’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	$493K	Hold	13,420	–	–	0.07%	135
2025 Q4	$510K	Hold	13,420	–	–	0.07%	118
2025 Q3	$507K	Hold	13,420	–	–	0.07%	112
2025 Q2	$477K	Hold	13,420	–	–	0.07%	109
2025 Q1	$445K	Hold	13,420	–	–	0.09%	107
2024 Q4	$453K	Buy	13,420 +33	+0.2%	+$1.14K	0.08%	96
2024 Q3	$456K	Buy	13,387 +35	+0.3%	+$1.15K	0.09%	97
2024 Q2	$427K	Buy	13,352 +37	+0.3%	+$1.15K	0.09%	99
2024 Q1	$421K	Buy	13,315 +28	+0.2%	+$839	0.11%	83
2023 Q4	$380K	Buy	13,287 +56	+0.4%	+$1.5K	0.1%	110
2023 Q3	$340K	Sell	13,231 -9,768	-42%	-$261K	0.11%	109
2023 Q2	$610K	Buy	22,999 +13,177	+134%	+$333K	0.22%	64
2023 Q1	$247K	Buy	+9,822	New	+$243K	0.1%	86

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