MWM
Mattern Wealth Management’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 | $1.23M | Buy |
34,721
+700
| +2% | +$24.9K | 0.26% | 55 |
|
|
2025
Q1 | $1.13M | Sell |
34,021
-1,823
| -5% | -$60.4K | 0.25% | 63 |
|
|
2024
Q4 | $1.21M | Sell |
35,844
-20,960
| -37% | -$708K | 0.27% | 63 |
|
|
2024
Q3 | $1.94M | Buy |
56,804
+6,518
| +13% | +$222K | 0.43% | 51 |
|
|
2024
Q2 | $1.61M | Buy |
+50,286
| New | +$1.61M | 0.39% | 61 |
|