IAG
DUHP icon

Investmark Advisory Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Investmark Advisory Group’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 		$2.79M Sell
75,888
-262
-0.3% -$10K 1.19% 28
2025
Q4 		$2.9M Sell
76,150
-2,718
-3% -$103K 1.23% 26
2025
Q3 		$2.98M Sell
78,868
-1,348
-2% -$49.4K 1.29% 23
2025
Q2 		$2.85M Sell
80,216
-12,299
-13% -$411K 1.34% 22
2025
Q1 		$3.07M Buy
92,515
+1,058
+1% +$36.4K 1.51% 20
2024
Q4 		$3.09M Buy
91,457
+584
+0.6% +$20.2K 1.52% 19
2024
Q3 		$3.1M Buy
90,873
+459
+0.5% +$15K 1.5% 20
2024
Q2 		$2.89M Buy
90,414
+2,967
+3% +$92.2K 1.54% 20
2024
Q1 		$2.76M Buy
87,447
+2,440
+3% +$73.2K 1.52% 19
2023
Q4 		$2.43M Buy
85,007
+3,856
+5% +$103K 1.43% 21
2023
Q3 		$2.08M Buy
81,151
+5,442
+7% +$145K 1.41% 22
2023
Q2 		$2.01M Buy
75,709
+18,758
+33% +$473K 1.34% 25
2023
Q1 		$1.43M Buy
56,951
+15,114
+36% +$374K 1.05% 27
2022
Q4 		$1M Buy
41,837
+21,630
+107% +$513K 0.74% 36
2022
Q3 		$431K Buy
20,207
+9,079
+82% +$215K 0.39% 47
2022
Q2 		$250K Buy
+11,128
New +$271K 0.25% 66

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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AC
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return