Glass Jacobson Investment Advisors’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 | $2.4M | Buy |
67,540
+11,554
| +21% | +$411K | 0.93% | 38 |
|
|
2025
Q1 | $1.89M | Hold |
55,986
| – | – | 0.62% | 48 |
|
|
2024
Q4 | $1.89M | Sell |
55,986
-907
| -2% | -$30.6K | 0.62% | 48 |
|
|
2024
Q3 | $1.94M | Buy |
56,893
+2,801
| +5% | +$95.4K | 0.64% | 47 |
|
|
2024
Q2 | $1.73M | Buy |
54,092
+15,413
| +40% | +$493K | 0.63% | 48 |
|
|
2024
Q1 | $1.22M | Sell |
38,679
-763
| -2% | -$24.1K | 0.46% | 68 |
|
|
2023
Q4 | $1.13M | Buy |
39,442
+6,129
| +18% | +$175K | 0.46% | 70 |
|
|
2023
Q3 | $856K | Buy |
33,313
+3,828
| +13% | +$98.3K | 0.39% | 79 |
|
|
2023
Q2 | $783K | Buy |
+29,485
| New | +$783K | 0.36% | 84 |
|
|
2022
Q4 | $147K | Buy |
+6,137
| New | +$147K | 0.07% | 223 |
|