NWAM LLC’s Dimensional US High Profitability ETF DUHP Stock Holding History

NWAM LLC’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	$2.6M	Buy	70,841 +3,357	+5%	+$129K	0.15%	142
2025 Q4	$2.58M	Buy	67,484 +640	+1%	+$24.2K	0.14%	145
2025 Q3	$2.53M	Buy	66,844 +3,867	+6%	+$142K	0.14%	155
2025 Q2	$2.25M	Buy	62,977 +28,067	+80%	+$937K	0.13%	161
2025 Q1	$1.16M	Sell	34,910 -13,518	-28%	-$464K	0.1%	189
2024 Q4	$1.64M	Buy	48,428 +1,855	+4%	+$64.2K	0.1%	193
2024 Q3	$1.59M	Buy	+46,573	New	+$1.53M	0.1%	199
2024 Q2	–	Sell	-46,365	Closed	-$1.45M	–	253
2024 Q1	$1.45M	Buy	46,365 +813	+2%	+$24.4K	0.12%	170
2023 Q4	$1.3M	Sell	45,552 -1,095	-2%	-$29.3K	0.1%	189
2023 Q3	$1.2M	Sell	46,647 -38,766	-45%	-$1.04M	0.12%	168
2023 Q2	$2.27M	Buy	85,413 +67,036	+365%	+$1.69M	0.19%	115
2023 Q1	$462K	Sell	18,377 -64,332	-78%	-$1.59M	0.05%	291
2022 Q4	$1.99M	Sell	82,709 -22,272	-21%	-$528K	0.18%	128
2022 Q3	$2.24M	Buy	104,981 +67,087	+177%	+$1.59M	0.21%	108
2022 Q2	$857K	Buy	+37,894	New	+$923K	0.08%	226

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