Kingsview Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Kingsview Wealth Management’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	$784K	Sell	21,329 -1,573	-7%	-$60.3K	0.01%	749
2025 Q4	$871K	Sell	22,902 -12,487	-35%	-$473K	0.01%	676
2025 Q3	$1.34M	Sell	35,389 -93,892	-73%	-$3.44M	0.02%	538
2025 Q2	$4.6M	Buy	129,281 +626	+0.5%	+$20.9K	0.08%	264
2025 Q1	$4.26M	Buy	128,655 +27,254	+27%	+$936K	0.08%	241
2024 Q4	$3.43M	Buy	101,401 +11,651	+13%	+$403K	0.07%	275
2024 Q3	$3.06M	Buy	89,750 +10,432	+13%	+$342K	0.06%	279
2024 Q2	$2.54M	Sell	79,318 -34,171	-30%	-$1.06M	0.06%	291
2024 Q1	$3.59M	Buy	113,489 +2,115	+2%	+$63.4K	0.09%	216
2023 Q4	$3.19M	Sell	111,374 -18,416	-14%	-$493K	0.1%	197
2023 Q3	$3.33M	Buy	129,790 +77,041	+146%	+$2.06M	0.12%	190
2023 Q2	$1.4M	Sell	52,749 -4,653	-8%	-$117K	0.05%	317
2023 Q1	$1.44M	Buy	+57,402	New	+$1.42M	0.06%	306

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