Gemmer Asset Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Gemmer Asset 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	$13.2M	Buy	357,998 +7,693	+2%	+$295K	1.04%	27
2025 Q4	$13.3M	Buy	350,305 +8,845	+3%	+$335K	1.03%	27
2025 Q3	$12.9M	Buy	341,460 +20,157	+6%	+$739K	1.04%	26
2025 Q2	$11.4M	Buy	321,303 +8,234	+3%	+$275K	1.01%	28
2025 Q1	$10.4M	Sell	313,069 -3,231	-1%	-$111K	1.04%	28
2024 Q4	$10.7M	Buy	316,300 +25,748	+9%	+$891K	1.05%	27
2024 Q3	$9.9M	Buy	290,552 +10,868	+4%	+$356K	0.99%	29
2024 Q2	$8.95M	Buy	279,684 +64,612	+30%	+$2.01M	0.96%	27
2024 Q1	$6.8M	Buy	215,072 +57,556	+37%	+$1.73M	0.79%	33
2023 Q4	$4.51M	Buy	157,516 +97,225	+161%	+$2.6M	0.55%	39
2023 Q3	$1.55M	Buy	60,291 +11,310	+23%	+$302K	0.21%	49
2023 Q2	$1.3M	Buy	48,981 +9,436	+24%	+$238K	0.18%	48
2023 Q1	$994K	Buy	39,545 +10,092	+34%	+$250K	0.15%	52
2022 Q4	$707K	Buy	29,453 +4,035	+16%	+$95.7K	0.11%	56
2022 Q3	$542K	Buy	+25,418	New	+$602K	0.09%	67

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