Helen Stephens Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Helen Stephens Group’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	$5.8M	Buy	157,688 +42,142	+36%	+$1.62M	1.16%	21
2025 Q4	$4.39M	Sell	115,546 -1,006	-0.9%	-$38.1K	0.92%	20
2025 Q3	$4.4M	Buy	116,552 +222	+0.2%	+$8.14K	0.98%	19
2025 Q2	$4.14M	Sell	116,330 -2,165	-2%	-$72.3K	1.03%	19
2025 Q1	$3.93M	Buy	118,495 +10,907	+10%	+$375K	1.11%	20
2024 Q4	$3.64M	Buy	107,588 +279	+0.3%	+$9.65K	1.08%	20
2024 Q3	$3.66M	Sell	107,309 -7,928	-7%	-$260K	1.11%	19
2024 Q2	$3.69M	Buy	115,237 +230	+0.2%	+$7.15K	1.27%	19
2024 Q1	$3.64M	Sell	115,007 -4,644	-4%	-$139K	1.4%	18
2023 Q4	$3.42M	Buy	119,651 +288	+0.2%	+$7.71K	1.53%	18
2023 Q3	$3.07M	Sell	119,363 -662	-0.6%	-$17.7K	1.59%	16
2023 Q2	$3.19M	Sell	120,025 -5,526	-4%	-$139K	1.61%	16
2023 Q1	$3.16M	Buy	125,551 +4,788	+4%	+$118K	1.64%	15
2022 Q4	$2.9M	Buy	120,763 +2,804	+2%	+$66.5K	1.73%	15
2022 Q3	$2.52M	Buy	+117,959	New	+$2.79M	1.76%	18

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