Kooman & Associates’s Dimensional US High Profitability ETF DUHP Stock Holding History

Kooman & Associates’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	$20.8M	Buy	564,766 +11,937	+2%	+$458K	6.19%	5
2025 Q4	$21M	Buy	552,829 +25,008	+5%	+$947K	6.22%	5
2025 Q3	$19.9M	Buy	527,821 +26,945	+5%	+$988K	6.15%	5
2025 Q2	$17.8M	Buy	500,876 +6,651	+1%	+$222K	6.02%	5
2025 Q1	$16.4M	Buy	494,225 +79,014	+19%	+$2.71M	6.01%	5
2024 Q4	$14M	Buy	415,211 +9,612	+2%	+$333K	5.08%	5
2024 Q3	$13.8M	Buy	405,599 +10,169	+3%	+$333K	5.1%	5
2024 Q2	$12.6M	Buy	395,430 +2,192	+0.6%	+$68.1K	5.09%	5
2024 Q1	$12.4M	Buy	393,238 +2,168	+0.6%	+$65K	5.18%	5
2023 Q4	$11.2M	Buy	391,070 +6,941	+2%	+$186K	5.01%	5
2023 Q3	$9.87M	Sell	384,129 -231,970	-38%	-$6.2M	4.99%	6
2023 Q2	$16.4M	Buy	616,099 +47,553	+8%	+$1.2M	8.1%	5
2023 Q1	$14.3M	Buy	568,546 +465,101	+450%	+$11.5M	7.73%	5
2022 Q4	$2.48M	Buy	+103,445	New	+$2.45M	2.45%	10

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