Nova R Wealth’s Dimensional US High Profitability ETF DUHP Stock Holding History

Nova R Wealth’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	$536K	Buy	14,571 +37	+0.3%	+$1.42K	0.17%	57
2025 Q4	$553K	Buy	14,534 +33	+0.2%	+$1.25K	0.2%	56
2025 Q3	$548K	Buy	14,501 +41	+0.3%	+$1.5K	0.23%	52
2025 Q2	$514K	Buy	14,460 +47	+0.3%	+$1.57K	0.24%	53
2025 Q1	$478K	Buy	14,413 +35	+0.2%	+$1.2K	0.24%	55
2024 Q4	$486K	Buy	14,378 +42	+0.3%	+$1.45K	0.24%	51
2024 Q3	$488K	Buy	14,336 +4,546	+46%	+$149K	0.24%	50
2024 Q2	$313K	Buy	9,790 +32	+0.3%	+$995	0.16%	63
2024 Q1	$308K	Buy	+9,758	New	+$293K	0.16%	66

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return