MHB
DUHP icon

Midwest Heritage Bank’s Dimensional US High Profitability ETF DUHP Stock Holding History

Midwest Heritage Bank’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 		$19.4M Buy
527,822
+39,434
+8% +$1.51M 6.23% 5
2025
Q4 		$18.6M Buy
488,388
+3,379
+0.7% +$128K 6.41% 5
2025
Q3 		$18.3M Buy
485,009
+29
+0% +$1.06K 6.49% 5
2025
Q2 		$17.2M Buy
484,980
+26,863
+6% +$897K 6.49% 5
2025
Q1 		$15.2M Buy
458,117
+146,721
+47% +$5.04M 6.25% 5
2024
Q4 		$10.5M Buy
311,396
+81,940
+36% +$2.84M 4.88% 6
2024
Q3 		$7.82M Buy
229,456
+3,961
+2% +$130K 3.66% 8
2024
Q2 		$7.21M Buy
225,495
+12,815
+6% +$398K 3.65% 9
2024
Q1 		$6.72M Buy
212,680
+48,621
+30% +$1.46M 3.54% 9
2023
Q4 		$4.69M Buy
164,059
+13,632
+9% +$365K 3.19% 9
2023
Q3 		$3.86M Buy
150,427
+13,306
+10% +$356K 2.9% 11
2023
Q2 		$3.64M Buy
137,121
+9,541
+7% +$241K 2.76% 11
2023
Q1 		$3.21M Buy
127,580
+81,724
+178% +$2.02M 2.58% 12
2022
Q4 		$1.1M Buy
45,856
+18,782
+69% +$445K 1.07% 23
2022
Q3 		$578K Buy
27,074
+6,282
+30% +$149K 0.61% 34
2022
Q2 		$468K Buy
20,792
+7,243
+53% +$176K 0.42% 39
2022
Q1 		$357K Buy
+13,549
New +$347K 0.28% 45

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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AC
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return