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Laurel Wealth Advisors (California)’s Dimensional US High Profitability ETF DUHP Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$2.86M Buy
+119,219
New +$2.83M 0.28% 86

Other funds holding DUHP

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Laurel Wealth Advisors (California)'s DUHP Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Dimensional US High Profitability ETF (DUHP) in Q4 2022: 119,219 shares worth $2.86M. The stake represents 0.28% of the portfolio and ranks #86 among its holdings.

128 funds tracked by Wall St. Rank hold DUHP as of Q4 2022.

  • Laurel Wealth Advisors (California) held 119,219 shares of Dimensional US High Profitability ETF worth $2.86M as of Q4 2022.
  • Dimensional US High Profitability ETF was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • Dimensional US High Profitability ETF made up 0.28% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #86 holding.
  • 128 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.