Landmark Financial Advisors’s U.S. High Relative Profitability Portfolio ETF Class Shares 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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Landmark Financial Advisors's DUHP Position: Q4 2023 in Review

Landmark Financial Advisors increased its U.S. High Relative Profitability Portfolio ETF Class Shares (DUHP) stake by 6.6% in Q4 2023, buying an estimated $261K and bringing the position to 158,626 shares worth $4.54M. The position accounts for 1.63% of the portfolio, ranked #17.

Landmark Financial Advisors first reported a position in DUHP in Q1 2022 and has held it in 8 quarters since. 240 funds tracked by Wall St. Rank hold DUHP as of Q4 2023.

Landmark Financial Advisors held 158,626 shares of U.S. High Relative Profitability Portfolio ETF Class Shares worth $4.54M as of Q4 2023.
Landmark Financial Advisors bought 9,754 U.S. High Relative Profitability Portfolio ETF Class Shares shares in Q4 2023, an estimated $261K.
U.S. High Relative Profitability Portfolio ETF Class Shares made up 1.63% of Landmark Financial Advisors's portfolio in Q4 2023, its #17 holding.
Landmark Financial Advisors first reported a position in U.S. High Relative Profitability Portfolio ETF Class Shares in Q1 2022 and has held it in 8 quarters since.
240 funds tracked by Wall St. Rank held U.S. High Relative Profitability Portfolio ETF Class Shares as of Q4 2023.

Based on Landmark Financial Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.