Fortress Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Sell |
473,634
-18,869
| -4% | -$671K | 8.12% | 2 |
|
|
2025
Q1 | $16.3M | Sell |
492,503
-136,683
| -22% | -$4.53M | 8.47% | 2 |
|
|
2024
Q4 | $21.3M | Buy |
629,186
+54,367
| +9% | +$1.84M | 10.31% | 2 |
|
|
2024
Q3 | $19.6M | Buy |
574,819
+104,254
| +22% | +$3.55M | 9.78% | 2 |
|
|
2024
Q2 | $15.1M | Sell |
470,565
-1,914
| -0.4% | -$61.2K | 7.7% | 2 |
|
|
2024
Q1 | $14.9M | Buy |
472,479
+11,434
| +2% | +$361K | 7.7% | 2 |
|
|
2023
Q4 | $13.2M | Buy |
461,045
+327,342
| +245% | +$9.37M | 7.19% | 3 |
|
|
2023
Q3 | $3.43M | Buy |
133,703
+14,705
| +12% | +$378K | 2.22% | 12 |
|
|
2023
Q2 | $3.16M | Buy |
+118,998
| New | +$3.16M | 2.04% | 13 |
|