LFA
Level Financial Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9M | Buy |
363,744
+4,286
| +1% | +$152K | 4.02% | 5 |
|
|
2025
Q1 | $11.9M | Buy |
359,458
+13,031
| +4% | +$432K | 4.05% | 6 |
|
|
2024
Q4 | $11.7M | Buy |
346,427
+15,820
| +5% | +$535K | 4.3% | 6 |
|
|
2024
Q3 | $11.3M | Buy |
330,607
+45,272
| +16% | +$1.54M | 4.3% | 6 |
|
|
2024
Q2 | $9.13M | Buy |
285,335
+47,124
| +20% | +$1.51M | 3.96% | 6 |
|
|
2024
Q1 | $7.53M | Buy |
238,211
+66,270
| +39% | +$2.09M | 3.42% | 7 |
|
|
2023
Q4 | $4.92M | Buy |
171,941
+23,456
| +16% | +$671K | 2.43% | 9 |
|
|
2023
Q3 | $3.81M | Buy |
148,485
+7,833
| +6% | +$201K | 2.13% | 11 |
|
|
2023
Q2 | $3.73M | Buy |
140,652
+16,380
| +13% | +$435K | 2.08% | 11 |
|
|
2023
Q1 | $3.12M | Buy |
124,272
+42,042
| +51% | +$1.06M | 1.88% | 12 |
|
|
2022
Q4 | $1.97M | Buy |
82,230
+63,885
| +348% | +$1.53M | 1.29% | 16 |
|
|
2022
Q3 | $391K | Buy |
18,345
+11,771
| +179% | +$251K | 0.29% | 36 |
|
|
2022
Q2 | $148K | Buy |
+6,574
| New | +$148K | 0.11% | 58 |
|