MB Generational Wealth’s Dimensional US High Profitability ETF DUHP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $18.2M | Buy |
550,447
+14,341
| +3% | +$475K | 13.62% | 2 |
|
2024
Q4 | $18.1M | Sell |
536,106
-8,210
| -2% | -$277K | 13.29% | 2 |
|
2024
Q3 | $18.5M | Sell |
544,316
-1,180
| -0.2% | -$40.2K | 13.35% | 2 |
|
2024
Q2 | $17.5M | Buy |
545,496
+9,108
| +2% | +$291K | 13.52% | 2 |
|
2024
Q1 | $17M | Buy |
536,388
+72,909
| +16% | +$2.3M | 13.31% | 2 |
|
2023
Q4 | $13.3M | Buy |
+463,479
| New | +$13.3M | 12.44% | 2 |
|