Mills Wealth Advisors’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 | $16.1M | Buy |
452,595
+131,902
| +41% | +$4.69M | 7.38% | 4 |
|
|
2025
Q1 | $10.6M | Buy |
320,693
+35,580
| +12% | +$1.18M | 5.64% | 5 |
|
|
2024
Q4 | $9.63M | Buy |
285,113
+28,887
| +11% | +$976K | 5.48% | 6 |
|
|
2024
Q3 | $8.73M | Buy |
256,226
+28,920
| +13% | +$985K | 6.01% | 5 |
|
|
2024
Q2 | $7.27M | Buy |
227,306
+23,355
| +11% | +$747K | 5.2% | 6 |
|
|
2024
Q1 | $6.45M | Sell |
203,951
-9,583
| -4% | -$303K | 4.73% | 5 |
|
|
2023
Q4 | $6.11M | Buy |
213,534
+15,181
| +8% | +$434K | 4.65% | 5 |
|
|
2023
Q3 | $5.1M | Sell |
198,353
-5,506
| -3% | -$141K | 4.08% | 7 |
|
|
2023
Q2 | $5.41M | Buy |
203,859
+13,644
| +7% | +$362K | 4.11% | 5 |
|
|
2023
Q1 | $4.78M | Buy |
190,215
+32,442
| +21% | +$816K | 3.85% | 4 |
|
|
2022
Q4 | $3.79M | Buy |
+157,773
| New | +$3.79M | 3.42% | 5 |
|