Investmark Advisory Group’s Dimensional US High Profitability ETF DUHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.85M | Sell |
80,216
-12,299
| -13% | -$437K | 1.34% | 22 |
|
|
2025
Q1 | $3.07M | Buy |
92,515
+1,058
| +1% | +$35.1K | 1.51% | 20 |
|
|
2024
Q4 | $3.09M | Buy |
91,457
+584
| +0.6% | +$19.7K | 1.52% | 19 |
|
|
2024
Q3 | $3.1M | Buy |
90,873
+459
| +0.5% | +$15.6K | 1.5% | 20 |
|
|
2024
Q2 | $2.89M | Buy |
90,414
+2,967
| +3% | +$94.9K | 1.54% | 20 |
|
|
2024
Q1 | $2.76M | Buy |
87,447
+2,440
| +3% | +$77.1K | 1.52% | 19 |
|
|
2023
Q4 | $2.43M | Buy |
85,007
+3,856
| +5% | +$110K | 1.43% | 21 |
|
|
2023
Q3 | $2.08M | Buy |
81,151
+5,442
| +7% | +$140K | 1.41% | 22 |
|
|
2023
Q2 | $2.01M | Buy |
75,709
+18,758
| +33% | +$498K | 1.34% | 25 |
|
|
2023
Q1 | $1.43M | Buy |
56,951
+15,114
| +36% | +$380K | 1.05% | 27 |
|
|
2022
Q4 | $1M | Buy |
41,837
+21,630
| +107% | +$519K | 0.74% | 36 |
|
|
2022
Q3 | $431K | Buy |
20,207
+9,079
| +82% | +$194K | 0.39% | 47 |
|
|
2022
Q2 | $250K | Buy |
+11,128
| New | +$250K | 0.25% | 66 |
|