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Lindbrook Capital’s Dimensional US High Profitability ETF DUHP Stock Holding History

Lindbrook Capital’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
-724
Closed -$22.9K – 2777
2024
Q1 		$22.9K Hold
724
– – ﹤0.01% 1142
2023
Q4 		$20.7K Hold
724
– – ﹤0.01% 1156
2023
Q3 		$18.6K Buy
+724
New +$19.4K ﹤0.01% 1093

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

Lindbrook Capital's DUHP Position: Q2 2024 in Review

Lindbrook Capital sold out of Dimensional US High Profitability ETF (DUHP) in Q2 2024, closing a stake of 724 shares — an estimated $22.9K sold.

Lindbrook Capital first reported a position in DUHP in Q3 2023 and held it in 3 quarters. The position peaked at $22.9K in Q1 2024. 290 funds tracked by Wall St. Rank hold DUHP as of Q2 2024.

  • Lindbrook Capital reported no remaining Dimensional US High Profitability ETF position as of Q2 2024 after selling out during the quarter.
  • Lindbrook Capital sold 724 Dimensional US High Profitability ETF shares in Q2 2024, an estimated $22.9K.
  • Lindbrook Capital first reported a position in Dimensional US High Profitability ETF in Q3 2023 and held it in 3 quarters.
  • Lindbrook Capital's Dimensional US High Profitability ETF position peaked at $22.9K in Q1 2024.
  • 290 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2024.

Based on Lindbrook Capital's 13F filing for Q2 2024, filed 31 Jul 2024.