LWM
DUHP icon

Liberty Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Liberty Wealth Management’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
Q1 		$25.8M Buy
701,173
+3,577
+0.5% +$137K 3.22% 10
2025
Q4 		$26.5M Sell
697,596
-28,406
-4% -$1.08M 3.43% 9
2025
Q3 		$27.4M Sell
726,002
-3,657
-0.5% -$134K 3.86% 7
2025
Q2 		$26M Sell
729,659
-50,113
-6% -$1.67M 4.07% 5
2025
Q1 		$25.9M Sell
779,772
-2,487
-0.3% -$85.5K 4.95% 3
2024
Q4 		$26.4M Sell
782,259
-8,950
-1% -$310K 4.4% 5
2024
Q3 		$27M Sell
791,209
-710,270
-47% -$23.3M 4.58% 5
2024
Q2 		$25.1M Buy
1,501,479
+695,576
+86% +$21.6M 4.61% 4
2024
Q1 		$25.5M Sell
805,903
-20,574
-2% -$617K 4.97% 3
2023
Q4 		$23.7M Sell
826,477
-7,936
-1% -$212K 5.07% 3
2023
Q3 		$21.4M Sell
834,413
-11,014
-1% -$294K 5.34% 3
2023
Q2 		$22.4M Sell
845,427
-137,551
-14% -$3.47M 5.54% 3
2023
Q1 		$24.6M Buy
+982,978
New +$24.3M 5.08% 4
2022
Q3 		$41.1M Buy
1,927,200
+1,767,201
+1,105% +$41.8M 10.96% 1
2022
Q2 		$3.6M Buy
159,999
+2,702
+2% +$65.8K 1.46% 14
2022
Q1 		$4.12M Buy
+157,297
New +$4.03M 1.49% 15

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return