LPL Financial

LPL Financial’s Dimensional US High Profitability ETF DUHP Stock Holding History

LPL Financial’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
2026 Q1	$22.6M	Sell	613,659 -2,037	-0.3%	-$78.1K	0.01%	1385
2025 Q4	$23.4M	Buy	615,696 +64,930	+12%	+$2.46M	0.01%	1300
2025 Q3	$20.8M	Buy	550,766 +83,881	+18%	+$3.08M	0.01%	1337
2025 Q2	$16.6M	Buy	466,885 +72,318	+18%	+$2.41M	0.01%	1379
2025 Q1	$13.1M	Buy	394,567 +73,605	+23%	+$2.53M	0.01%	1424
2024 Q4	$10.8M	Buy	320,962 +47,535	+17%	+$1.64M	﹤0.01%	1482
2024 Q3	$9.32M	Buy	273,427 +23,693	+9%	+$776K	﹤0.01%	1511
2024 Q2	$7.99M	Buy	249,734 +87,392	+54%	+$2.72M	﹤0.01%	1509
2024 Q1	$5.13M	Buy	162,342 +30,986	+24%	+$929K	﹤0.01%	1759
2023 Q4	$3.76M	Buy	131,356 +13,841	+12%	+$370K	﹤0.01%	1885
2023 Q3	$3.02M	Sell	117,515 -29,504	-20%	-$789K	﹤0.01%	1955
2023 Q2	$3.9M	Buy	147,019 +37,136	+34%	+$937K	﹤0.01%	1731
2023 Q1	$2.76M	Buy	109,883 +76,452	+229%	+$1.89M	﹤0.01%	1904
2022 Q4	$803K	Buy	+33,431	New	+$793K	﹤0.01%	2817

Other funds holding DUHP

Mercer Global Advisors

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return