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

Litman Gregory 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
2023
Q2 		– Sell
-293,632
Closed -$7.42M – 90
2023
Q1 		$7.42M Buy
+293,632
New +$7.26M 2.76% 10

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
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 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
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.99B AUM 21.91% 1-Year Est. Return

Litman Gregory Wealth Management's DUHP Position: Q2 2023 in Review

Litman Gregory Wealth Management sold out of Dimensional US High Profitability ETF (DUHP) in Q2 2023, closing a stake of 293,632 shares — an estimated $7.42M sold.

Litman Gregory Wealth Management first reported a position in DUHP in Q1 2023 and held it in 1 quarter. The position peaked at $7.42M in Q1 2023. 184 funds tracked by Wall St. Rank hold DUHP as of Q2 2023.

  • Litman Gregory Wealth Management reported no remaining Dimensional US High Profitability ETF position as of Q2 2023 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 293,632 Dimensional US High Profitability ETF shares in Q2 2023, an estimated $7.42M.
  • Litman Gregory Wealth Management first reported a position in Dimensional US High Profitability ETF in Q1 2023 and held it in 1 quarter.
  • Litman Gregory Wealth Management's Dimensional US High Profitability ETF position peaked at $7.42M in Q1 2023.
  • 184 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2023.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.