LWM
Liberty Wealth Management’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 | $26M | Sell |
729,659
-50,113
| -6% | -$1.78M | 4.07% | 5 |
|
|
2025
Q1 | $25.9M | Sell |
779,772
-2,487
| -0.3% | -$82.5K | 4.95% | 3 |
|
|
2024
Q4 | $26.4M | Sell |
782,259
-8,950
| -1% | -$302K | 4.4% | 5 |
|
|
2024
Q3 | $27M | Sell |
791,209
-710,270
| -47% | -$24.2M | 4.58% | 5 |
|
|
2024
Q2 | $25.1M | Buy |
1,501,479
+695,576
| +86% | +$11.6M | 4.61% | 4 |
|
|
2024
Q1 | $25.5M | Sell |
805,903
-20,574
| -2% | -$650K | 4.97% | 3 |
|
|
2023
Q4 | $23.7M | Sell |
826,477
-7,936
| -1% | -$227K | 5.07% | 3 |
|
|
2023
Q3 | $21.4M | Sell |
834,413
-11,014
| -1% | -$283K | 5.34% | 3 |
|
|
2023
Q2 | $22.4M | Sell |
845,427
-137,551
| -14% | -$3.65M | 5.54% | 3 |
|
|
2023
Q1 | $24.6M | Buy |
+982,978
| New | +$24.6M | 5.08% | 4 |
|
|
2022
Q3 | $41.1M | Buy |
1,927,200
+1,767,201
| +1,105% | +$37.7M | 10.96% | 1 |
|
|
2022
Q2 | $3.6M | Buy |
159,999
+2,702
| +2% | +$60.8K | 1.46% | 14 |
|
|
2022
Q1 | $4.12M | Buy |
+157,297
| New | +$4.12M | 1.49% | 15 |
|