Horizon Investments’s Dimensional US High Profitability ETF DUHP Stock Holding History

Horizon Investments’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	$15.1K	Buy	410 +205	+100%	+$7.86K	﹤0.01%	1183
2025 Q4	$7.8K	Hold	205	–	–	﹤0.01%	1176
2025 Q3	$7.74K	Sell	205 -511,136	-100%	-$18.7M	﹤0.01%	1048
2025 Q2	$18.2M	Buy	511,341 +42,036	+9%	+$1.4M	0.29%	60
2025 Q1	$15.6M	Sell	469,305 -2,844	-0.6%	-$97.7K	0.46%	37
2024 Q4	$16M	Buy	472,149 +33,885	+8%	+$1.17M	0.46%	37
2024 Q3	$14.9M	Buy	438,264 +21,814	+5%	+$714K	0.4%	30
2024 Q2	$13.3M	Buy	416,450 +23,427	+6%	+$728K	0.37%	39
2024 Q1	$12.4M	Sell	393,023 -213,985	-35%	-$6.42M	0.33%	43
2023 Q4	$17.4M	Buy	607,008 +20,913	+4%	+$559K	0.48%	32
2023 Q3	$15.1M	Buy	586,095 +50,298	+9%	+$1.34M	0.46%	35
2023 Q2	$14.2M	Buy	535,797 +108,680	+25%	+$2.74M	0.41%	37
2023 Q1	$10.7M	Buy	427,117 +118,015	+38%	+$2.92M	0.32%	40
2022 Q4	$7.42M	Buy	309,102 +68,679	+29%	+$1.63M	0.21%	59
2022 Q3	$5.13M	Buy	+240,423	New	+$5.69M	0.16%	60

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