Glass Jacobson Investment Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Glass Jacobson Investment Advisors’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	$3.03M	Buy	82,493 +11,153	+16%	+$428K	1.05%	23
2025 Q4	$2.71M	Buy	71,340 +6,091	+9%	+$231K	0.98%	33
2025 Q3	$2.46M	Sell	65,249 -2,291	-3%	-$84K	0.89%	39
2025 Q2	$2.4M	Buy	67,540 +11,554	+21%	+$386K	0.93%	38
2025 Q1	$1.89M	Hold	55,986	–	–	0.62%	48
2024 Q4	$1.89M	Sell	55,986 -907	-2%	-$31.4K	0.62%	48
2024 Q3	$1.94M	Buy	56,893 +2,801	+5%	+$91.7K	0.64%	47
2024 Q2	$1.73M	Buy	54,092 +15,413	+40%	+$479K	0.63%	48
2024 Q1	$1.22M	Sell	38,679 -763	-2%	-$22.9K	0.46%	68
2023 Q4	$1.13M	Buy	39,442 +6,129	+18%	+$164K	0.46%	70
2023 Q3	$856K	Buy	33,313 +3,828	+13%	+$102K	0.39%	79
2023 Q2	$783K	Buy	+29,485	New	+$744K	0.36%	84
2022 Q4	$147K	Buy	+6,137	New	+$145K	0.07%	223

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