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Householder Group Estate & Retirement Specialist’s Dimensional US High Profitability ETF DUHP Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q4 		$11K Buy
+349
New +$12.1K 0.01% 356

Other funds holding DUHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's DUHP Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist opened a new position in Dimensional US High Profitability ETF (DUHP) in Q4 2024: 349 shares worth $11K. The stake represents 0.01% of the portfolio and ranks #356 among its holdings.

381 funds tracked by Wall St. Rank hold DUHP as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 349 shares of Dimensional US High Profitability ETF worth $11K as of Q4 2024.
  • Dimensional US High Profitability ETF was a new Householder Group Estate & Retirement Specialist position in Q4 2024.
  • Dimensional US High Profitability ETF made up 0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #356 holding.
  • 381 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.