LFS
Lutz Financial Services’s Dimensional US High Profitability ETF DUHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Sell |
487,693
-10,863
| -2% | -$386K | 1.35% | 21 |
|
|
2025
Q1 | $16.5M | Buy |
498,556
+25,913
| +5% | +$859K | 1.35% | 19 |
|
|
2024
Q4 | $16M | Buy |
472,643
+11,921
| +3% | +$403K | 1.29% | 19 |
|
|
2024
Q3 | $15.7M | Buy |
460,722
+14,017
| +3% | +$478K | 1.27% | 19 |
|
|
2024
Q2 | $14.3M | Buy |
446,705
+33,806
| +8% | +$1.08M | 1.24% | 20 |
|
|
2024
Q1 | $13.1M | Buy |
412,899
+62,588
| +18% | +$1.98M | 1.14% | 27 |
|
|
2023
Q4 | $10M | Buy |
350,311
+142,345
| +68% | +$4.07M | 0.94% | 31 |
|
|
2023
Q3 | $5.34M | Buy |
207,966
+91,811
| +79% | +$2.36M | 0.58% | 36 |
|
|
2023
Q2 | $3.08M | Buy |
116,155
+87,882
| +311% | +$2.33M | 0.33% | 47 |
|
|
2023
Q1 | $711K | Buy |
28,273
+4,893
| +21% | +$123K | 0.08% | 57 |
|
|
2022
Q4 | $561K | Buy |
+23,380
| New | +$561K | 0.07% | 63 |
|