Meredith Wealth Planning’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
Q2 | $29.3M | Buy |
824,568
+63,942
| +8% | +$2.27M | 10.65% | 2 |
|
|
2025
Q1 | $25.2M | Buy |
760,626
+33,887
| +5% | +$1.12M | 11.12% | 2 |
|
|
2024
Q4 | $24.6M | Buy |
726,739
+38,921
| +6% | +$1.32M | 10.95% | 2 |
|
|
2024
Q3 | $23.4M | Buy |
687,818
+23,943
| +4% | +$816K | 11.18% | 2 |
|
|
2024
Q2 | $21.2M | Buy |
663,875
+85,047
| +15% | +$2.72M | 11.13% | 2 |
|
|
2024
Q1 | $18.3M | Buy |
578,828
+54,941
| +10% | +$1.74M | 10.21% | 2 |
|
|
2023
Q4 | $15M | Buy |
523,887
+299,470
| +133% | +$8.57M | 9.32% | 3 |
|
|
2023
Q3 | $5.77M | Buy |
224,417
+64,341
| +40% | +$1.65M | 4.29% | 6 |
|
|
2023
Q2 | $4.25M | Buy |
160,076
+19,158
| +14% | +$508K | 3.46% | 7 |
|
|
2023
Q1 | $3.54M | Buy |
140,918
+17,171
| +14% | +$432K | 2.85% | 7 |
|
|
2022
Q4 | $2.97M | Buy |
+123,747
| New | +$2.97M | 2.56% | 6 |
|