LFA
DUHP icon

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

Level 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
2026
Q2 		$18.2M Buy
435,560
+16,171
+4% +$645K 4.06% 5
2026
Q1 		$15.4M Buy
419,389
+13,982
+3% +$536K 3.93% 6
2025
Q4 		$15.4M Buy
405,407
+20,209
+5% +$765K 4.08% 5
2025
Q3 		$14.5M Buy
385,198
+21,454
+6% +$787K 4.1% 5
2025
Q2 		$12.9M Buy
363,744
+4,286
+1% +$143K 4.02% 5
2025
Q1 		$11.9M Buy
359,458
+13,031
+4% +$448K 4.05% 6
2024
Q4 		$11.7M Buy
346,427
+15,820
+5% +$547K 4.3% 6
2024
Q3 		$11.3M Buy
330,607
+45,272
+16% +$1.48M 4.3% 6
2024
Q2 		$9.13M Buy
285,335
+47,124
+20% +$1.46M 3.96% 6
2024
Q1 		$7.53M Buy
238,211
+66,270
+39% +$1.99M 3.42% 7
2023
Q4 		$4.92M Buy
171,941
+23,456
+16% +$628K 2.43% 9
2023
Q3 		$3.81M Buy
148,485
+7,833
+6% +$209K 2.13% 11
2023
Q2 		$3.73M Buy
140,652
+16,380
+13% +$413K 2.08% 11
2023
Q1 		$3.12M Buy
124,272
+42,042
+51% +$1.04M 1.88% 12
2022
Q4 		$1.97M Buy
82,230
+63,885
+348% +$1.51M 1.29% 16
2022
Q3 		$391K Buy
18,345
+11,771
+179% +$279K 0.29% 36
2022
Q2 		$148K Buy
+6,574
New +$160K 0.11% 58

Other funds holding DUHP

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return