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

IFP 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	$508K	Hold	13,826	–	–	0.01%	953
2025 Q4	$526K	Hold	13,826	–	–	0.01%	905
2025 Q3	$522K	Buy	13,826 +7,719	+126%	+$283K	0.01%	845
2025 Q2	$217K	Buy	6,107 +5,560	+1,016%	+$186K	0.01%	1237
2025 Q1	$18.1K	Buy	547 +80	+17%	+$2.75K	﹤0.01%	2329
2024 Q4	$15.8K	Buy	+467	New	+$16.2K	﹤0.01%	2351
2023 Q3	–	Sell	-191	Closed	-$5.07K	–	3366
2023 Q2	$5.07K	Buy	+191	New	+$4.82K	﹤0.01%	2539
2023 Q1	–	Sell	-7,707	Closed	-$193K	–	3642
2022 Q4	$193K	Buy	7,707 +54	+0.7%	+$1.28K	0.01%	1373
2022 Q3	$190K	Buy	7,653 +4,929	+181%	+$117K	0.01%	1440
2022 Q2	$67K	Hold	2,724	–	–	﹤0.01%	1951
2022 Q1	$67K	Buy	+2,724	New	+$69.8K	﹤0.01%	1951

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