Herold Advisors’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 | $787K | Buy |
22,118
+1,950
| +10% | +$69.3K | 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 | +$687K | 0.15% | 156 |
|
|
2022
Q2 | – | Sell |
-710
| Closed | -$18.7K | – | 301 |
|
|
2022
Q1 | $18.7K | Buy |
+710
| New | +$18.7K | 0.01% | 517 |
|