JO
DUHP icon

John Overdeck’s Dimensional US High Profitability ETF DUHP Stock Holding History

John Overdeck’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 		– Sell
-173,600
Closed -$5.91M – 3268
2024
Q3 		$5.91M Buy
173,600
+160,600
+1,235% +$5.26M 0.01% 999
2024
Q2 		$416K Buy
+13,000
New +$404K ﹤0.01% 2453

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 $80.9B AUM 26.08% 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 $7.86B AUM 19.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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 $97.6B AUM 29.43% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

John Overdeck's DUHP Position: Q4 2024 in Review

John Overdeck sold out of Dimensional US High Profitability ETF (DUHP) in Q4 2024, closing a stake of 173,600 shares — an estimated $5.91M sold.

John Overdeck first reported a position in DUHP in Q2 2024 and held it in 2 quarters. The position peaked at $5.91M in Q3 2024. 381 funds tracked by Wall St. Rank hold DUHP as of Q4 2024.

  • John Overdeck reported no remaining Dimensional US High Profitability ETF position as of Q4 2024 after selling out during the quarter.
  • John Overdeck sold 173,600 Dimensional US High Profitability ETF shares in Q4 2024, an estimated $5.91M.
  • John Overdeck first reported a position in Dimensional US High Profitability ETF in Q2 2024 and held it in 2 quarters.
  • John Overdeck's Dimensional US High Profitability ETF position peaked at $5.91M in Q3 2024.
  • 381 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2024.

Based on Two Sigma Investments's 13F filing for Q4 2024, filed 14 Feb 2025.