Heritage Investment Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Heritage Investment 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	$544K	Hold	14,791	–	–	0.08%	74
2025 Q4	$562K	Hold	14,791	–	–	0.09%	76
2025 Q3	$559K	Buy	14,791 +1,955	+15%	+$71.7K	0.09%	73
2025 Q2	$456K	Buy	12,836 +2,174	+20%	+$72.6K	0.08%	75
2025 Q1	$353K	Buy	10,662 +312	+3%	+$10.7K	0.07%	80
2024 Q4	$350K	Buy	10,350 +21	+0.2%	+$727	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%	+$20.1K	0.07%	73
2023 Q2	$254K	Buy	+9,576	New	+$242K	0.07%	74

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