MWA
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Mills Wealth Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Mills Wealth Advisors’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
Q2 		$21M Sell
502,699
-7,004
-1% -$279K 6.61% 4
2026
Q1 		$18.7M Buy
509,703
+9,780
+2% +$375K 6.54% 4
2025
Q4 		$19M Buy
499,923
+33,638
+7% +$1.27M 7.5% 4
2025
Q3 		$17.6M Buy
466,285
+13,690
+3% +$502K 7.16% 4
2025
Q2 		$16.1M Buy
452,595
+131,902
+41% +$4.4M 7.38% 4
2025
Q1 		$10.6M Buy
320,693
+35,580
+12% +$1.22M 5.64% 5
2024
Q4 		$9.63M Buy
285,113
+28,887
+11% +$1,000K 5.48% 6
2024
Q3 		$8.73M Buy
256,226
+28,920
+13% +$947K 6.01% 5
2024
Q2 		$7.27M Buy
227,306
+23,355
+11% +$726K 5.2% 6
2024
Q1 		$6.45M Sell
203,951
-9,583
-4% -$287K 4.73% 5
2023
Q4 		$6.11M Buy
213,534
+15,181
+8% +$406K 4.65% 5
2023
Q3 		$5.1M Sell
198,353
-5,506
-3% -$147K 4.08% 7
2023
Q2 		$5.41M Buy
203,859
+13,644
+7% +$344K 4.11% 5
2023
Q1 		$4.78M Buy
190,215
+32,442
+21% +$802K 3.85% 4
2022
Q4 		$3.79M Buy
+157,773
New +$3.74M 3.42% 5

Other funds holding DUHP

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return