LVZ Inc’s Dimensional US High Profitability ETF DUHP Stock Holding History

LVZ Inc’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 Q2	$29.2M	Buy	700,148 +12,886	+2%	+$514K	2.97%	9
2026 Q1	$25.3M	Sell	687,262 -1,132,508	-62%	-$43.4M	2.88%	9
2025 Q4	$69.2M	Buy	1,819,770 +26,525	+1%	+$1M	7.74%	5
2025 Q3	$67.7M	Sell	1,793,245 -253,547	-12%	-$9.3M	7.7%	5
2025 Q2	$72.8M	Buy	2,046,792 +37,099	+2%	+$1.24M	8.73%	4
2025 Q1	$66.6M	Sell	2,009,693 -26,143	-1%	-$898K	8.74%	4
2024 Q4	$68.8M	Buy	2,035,836 +19,744	+1%	+$683K	8.82%	4
2024 Q3	$68.7M	Sell	2,016,092 -27,925	-1%	-$915K	8.79%	4
2024 Q2	$65.4M	Buy	2,044,017 +20,116	+1%	+$625K	8.91%	4
2024 Q1	$64M	Buy	2,023,901 +856,386	+73%	+$25.7M	8.7%	5
2023 Q4	$33.4M	Sell	1,167,515 -18,177	-2%	-$486K	4.72%	8
2023 Q3	$30.5M	Sell	1,185,692 -54,191	-4%	-$1.45M	4.91%	8
2023 Q2	$32.9M	Sell	1,239,883 -1,046,506	-46%	-$26.4M	4.59%	8
2023 Q1	$57.5M	Buy	2,286,389 +52,515	+2%	+$1.3M	8.37%	4
2022 Q4	$53.6M	Buy	2,233,874 +21,172	+1%	+$502K	8.37%	4
2022 Q3	$47.2M	Buy	2,212,702 +2,180,022	+6,671%	+$51.6M	8.2%	6
2022 Q2	$735K	Buy	+32,680	New	+$796K	0.12%	44

Other funds holding DUHP

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

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

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

DWR Wealth Management San Jose, California $134M AUM