Heritage Investment Group’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 | $456K | Buy |
12,836
+2,174
| +20% | +$77.3K | 0.08% | 75 |
|
|
2025
Q1 | $353K | Buy |
10,662
+312
| +3% | +$10.3K | 0.07% | 80 |
|
|
2024
Q4 | $350K | Buy |
10,350
+21
| +0.2% | +$710 | 0.07% | 80 |
|
|
2024
Q3 | $352K | Hold |
10,329
| – | – | 0.07% | 75 |
|
|
2024
Q2 | $330K | Hold |
10,329
| – | – | 0.07% | 72 |
|
|
2024
Q1 | $326K | Hold |
10,329
| – | – | 0.07% | 77 |
|
|
2023
Q4 | $296K | Hold |
10,329
| – | – | 0.07% | 75 |
|
|
2023
Q3 | $265K | Buy |
10,329
+753
| +8% | +$19.3K | 0.07% | 73 |
|
|
2023
Q2 | $254K | Buy |
+9,576
| New | +$254K | 0.07% | 74 |
|