Landmark Financial Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Landmark Financial Advisors’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
2023 Q4	$4.54M	Buy	158,626 +9,754	+7%	+$261K	1.63%	17
2023 Q3	$3.82M	Buy	148,872 +11,914	+9%	+$318K	1.55%	18
2023 Q2	$3.63M	Buy	136,958 +6,893	+5%	+$174K	1.49%	18
2023 Q1	$3.27M	Buy	130,065 +25,412	+24%	+$629K	1.44%	16
2022 Q4	$2.51M	Buy	104,653 +16,570	+19%	+$393K	1.16%	23
2022 Q3	$1.88M	Buy	88,083 +35,144	+66%	+$832K	0.99%	21
2022 Q2	$1.19M	Buy	52,939 +26,562	+101%	+$647K	0.59%	28
2022 Q1	$676K	Buy	+26,377	New	+$675K	0.32%	42

Other funds holding DUHP

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return