KAS
DUHP icon

Kestra Advisory Services’s Dimensional US High Profitability ETF DUHP Stock Holding History

Kestra Advisory Services’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 		$8.51M Buy
231,443
+29,547
+15% +$1.13M 0.03% 526
2025
Q4 		$7.68M Buy
201,896
+13,522
+7% +$512K 0.03% 520
2025
Q3 		$7.11M Buy
188,374
+20,390
+12% +$748K 0.03% 521
2025
Q2 		$5.97M Buy
167,984
+14,306
+9% +$478K 0.03% 559
2025
Q1 		$5.09M Sell
153,678
-25,078
-14% -$862K 0.02% 574
2024
Q4 		$6.04M Sell
178,756
-480,122
-73% -$16.6M 0.03% 508
2024
Q3 		$22.4M Buy
658,878
+21,725
+3% +$712K 0.12% 165
2024
Q2 		$20.4M Buy
637,153
+45,865
+8% +$1.43M 0.11% 190
2024
Q1 		$18.7M Buy
591,288
+54,106
+10% +$1.62M 0.13% 160
2023
Q4 		$15.4M Buy
537,182
+282,006
+111% +$7.54M 0.12% 175
2023
Q3 		$6.56M Buy
255,176
+23,983
+10% +$641K 0.06% 313
2023
Q2 		$6.14M Buy
231,193
+8,389
+4% +$212K 0.06% 323
2023
Q1 		$5.6M Buy
222,804
+190,275
+585% +$4.71M 0.06% 321
2022
Q4 		$781K Buy
32,529
+6,991
+27% +$166K 0.01% 1168
2022
Q3 		$545K Buy
25,538
+16,521
+183% +$391K 0.01% 1270
2022
Q2 		$203K Buy
+9,017
New +$220K ﹤0.01% 1886

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