LNC
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Lincoln National Corp’s Dimensional US High Profitability ETF DUHP Stock Holding History

Lincoln National Corp’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
2024
Q2 		– Sell
-106,661
Closed -$3.37M – 296
2024
Q1 		$3.37M Buy
106,661
+4,933
+5% +$148K 0.05% 221
2023
Q4 		$2.91M Buy
101,728
+5,423
+6% +$145K 0.05% 221
2023
Q3 		$2.47M Buy
96,305
+32,577
+51% +$871K 0.05% 210
2023
Q2 		$1.69M Buy
63,728
+16,016
+34% +$404K 0.03% 297
2023
Q1 		$1.2M Buy
+47,712
New +$1.18M 0.03% 340

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
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Lincoln National Corp's DUHP Position: Q2 2024 in Review

Lincoln National Corp sold out of Dimensional US High Profitability ETF (DUHP) in Q2 2024, closing a stake of 106,661 shares — an estimated $3.37M sold.

Lincoln National Corp first reported a position in DUHP in Q1 2023 and held it in 5 quarters. The position peaked at $3.37M in Q1 2024. 290 funds tracked by Wall St. Rank hold DUHP as of Q2 2024.

  • Lincoln National Corp reported no remaining Dimensional US High Profitability ETF position as of Q2 2024 after selling out during the quarter.
  • Lincoln National Corp sold 106,661 Dimensional US High Profitability ETF shares in Q2 2024, an estimated $3.37M.
  • Lincoln National Corp first reported a position in Dimensional US High Profitability ETF in Q1 2023 and held it in 5 quarters.
  • Lincoln National Corp's Dimensional US High Profitability ETF position peaked at $3.37M in Q1 2024.
  • 290 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2024.

Based on Lincoln National Corp's 13F filing for Q2 2024, filed 25 Jul 2024.