HM Payson & Co’s Dimensional US High Profitability ETF DUHP Stock Holding History

HM Payson & Co’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	$95.6K	Hold	2,600	–	–	﹤0.01%	566
2025 Q4	$98.9K	Hold	2,600	–	–	﹤0.01%	562
2025 Q3	$98.2K	Hold	2,600	–	–	﹤0.01%	566
2025 Q2	$92.5K	Hold	2,600	–	–	﹤0.01%	547
2025 Q1	$86.2K	Sell	2,600 -3,500	-57%	-$120K	﹤0.01%	545
2024 Q4	$206K	Hold	6,100	–	–	﹤0.01%	416
2024 Q3	$208K	Sell	6,100 -7,960	-57%	-$261K	﹤0.01%	412
2024 Q2	$450K	Hold	14,060	–	–	0.01%	288
2024 Q1	$444K	Hold	14,060	–	–	0.01%	297
2023 Q4	$402K	Buy	+14,060	New	+$376K	0.01%	297

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