Herold Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Herold 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	$806K	Buy	21,930 +212	+1%	+$8.13K	0.18%	125
2025 Q4	$826K	Sell	21,718 -2,251	-9%	-$85.3K	0.18%	121
2025 Q3	$905K	Buy	23,969 +1,851	+8%	+$67.9K	0.21%	115
2025 Q2	$787K	Buy	22,118 +1,950	+10%	+$65.1K	0.16%	140
2025 Q1	$668K	Hold	20,168	–	–	0.15%	155
2024 Q4	$681K	Hold	20,168	–	–	0.15%	155
2024 Q3	$687K	Buy	+20,168	New	+$661K	0.15%	156
2022 Q2	–	Sell	-710	Closed	-$18.7K	–	305
2022 Q1	$18.7K	Buy	+710	New	+$18.2K	0.01%	519

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