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

GeoWealth 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 		$28M Buy
761,437
+27,483
+4% +$1.05M 1.01% 18
2025
Q4 		$27.9M Buy
733,954
+12,119
+2% +$459K 1.03% 17
2025
Q3 		$27.3M Sell
721,835
-927
-0.1% -$34K 0.99% 18
2025
Q2 		$25.7M Buy
722,762
+671,212
+1,302% +$22.4M 1% 19
2025
Q1 		$1.71M Buy
51,550
+18,548
+56% +$637K 0.07% 173
2024
Q4 		$1.12M Buy
33,002
+12,226
+59% +$423K 0.04% 279
2024
Q3 		$708K Buy
20,776
+9,022
+77% +$295K 0.03% 387
2024
Q2 		$376K Buy
11,754
+7,179
+157% +$223K 0.02% 511
2024
Q1 		$145K Buy
+4,575
New +$137K 0.01% 740

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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AC
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return