Meredith Wealth Planning’s Dimensional US High Profitability ETF DUHP Stock Holding History

Meredith Wealth Planning’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	$44.1M	Buy	1,199,622 +323,440	+37%	+$12.4M	11.95%	2
2025 Q4	$33.3M	Sell	876,182 -239	-0%	-$9.05K	9.92%	3
2025 Q3	$33.1M	Buy	876,421 +51,853	+6%	+$1.9M	10.49%	2
2025 Q2	$29.3M	Buy	824,568 +63,942	+8%	+$2.13M	10.65%	2
2025 Q1	$25.2M	Buy	760,626 +33,887	+5%	+$1.16M	11.12%	2
2024 Q4	$24.6M	Buy	726,739 +38,921	+6%	+$1.35M	10.95%	2
2024 Q3	$23.4M	Buy	687,818 +23,943	+4%	+$784K	11.18%	2
2024 Q2	$21.2M	Buy	663,875 +85,047	+15%	+$2.64M	11.13%	2
2024 Q1	$18.3M	Buy	578,828 +54,941	+10%	+$1.65M	10.21%	2
2023 Q4	$15M	Buy	523,887 +299,470	+133%	+$8.01M	9.32%	3
2023 Q3	$5.77M	Buy	224,417 +64,341	+40%	+$1.72M	4.29%	6
2023 Q2	$4.25M	Buy	160,076 +19,158	+14%	+$483K	3.46%	7
2023 Q1	$3.54M	Buy	140,918 +17,171	+14%	+$425K	2.85%	7
2022 Q4	$2.97M	Buy	+123,747	New	+$2.93M	2.56%	6

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