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DUHP icon

NewEdge Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

NewEdge 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
Q1 		$17.6M Sell
480,081
-50,703
-10% -$1.94M 0.06% 297
2025
Q4 		$20.2M Sell
530,784
-199,892
-27% -$7.57M 0.07% 248
2025
Q3 		$27.6M Sell
730,676
-64,560
-8% -$2.37M 0.13% 161
2025
Q2 		$28.3M Sell
795,236
-110,457
-12% -$3.69M 0.15% 138
2025
Q1 		$30M Buy
905,693
+11,274
+1% +$387K 0.18% 116
2024
Q4 		$30.2M Sell
894,419
-637
-0.1% -$22K 0.18% 118
2024
Q3 		$30.5M Buy
895,056
+374,817
+72% +$12.3M 0.2% 114
2024
Q2 		$16.6M Buy
520,239
+9,837
+2% +$306K 0.12% 174
2024
Q1 		$16.1M Buy
510,402
+71,753
+16% +$2.15M 0.14% 157
2023
Q4 		$12.8M Buy
438,649
+267,753
+157% +$7.16M 0.12% 176
2023
Q3 		$4.39M Buy
170,896
+56,571
+49% +$1.51M 0.05% 354
2023
Q2 		$3.03M Buy
114,325
+23,180
+25% +$585K 0.03% 451
2023
Q1 		$2.29M Buy
91,145
+23,278
+34% +$576K 0.03% 492
2022
Q4 		$1.63M Buy
67,867
+53,102
+360% +$1.26M 0.04% 368
2022
Q3 		$315K Buy
+14,765
New +$349K 0.01% 1180

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