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

Lifeworks 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
2023
Q4 		– Sell
-8,066
Closed -$207K – 199
2023
Q3 		$207K Hold
8,066
– – 0.08% 177
2023
Q2 		$214K Hold
8,066
– – 0.09% 151
2023
Q1 		$203K Buy
+8,066
New +$200K 0.1% 142

Other funds holding DUHP

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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Lifeworks Advisors's DUHP Position: Q4 2023 in Review

Lifeworks Advisors sold out of Dimensional US High Profitability ETF (DUHP) in Q4 2023, closing a stake of 8,066 shares — an estimated $207K sold.

Lifeworks Advisors first reported a position in DUHP in Q1 2023 and held it in 3 quarters. The position peaked at $214K in Q2 2023. 239 funds tracked by Wall St. Rank hold DUHP as of Q4 2023.

  • Lifeworks Advisors reported no remaining Dimensional US High Profitability ETF position as of Q4 2023 after selling out during the quarter.
  • Lifeworks Advisors sold 8,066 Dimensional US High Profitability ETF shares in Q4 2023, an estimated $207K.
  • Lifeworks Advisors first reported a position in Dimensional US High Profitability ETF in Q1 2023 and held it in 3 quarters.
  • Lifeworks Advisors's Dimensional US High Profitability ETF position peaked at $214K in Q2 2023.
  • 239 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2023.

Based on Lifeworks Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.