OLVIG
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Oliver Lagore Vanvalin Investment Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
2024
Q4 		$83.8K Buy
2,480
+1,513
+156% +$52.4K 0.02% 193
2024
Q3 		$32.9K Buy
967
+85
+10% +$2.78K 0.01% 286
2024
Q2 		$28.2K Buy
882
+240
+37% +$7.46K 0.01% 300
2024
Q1 		$20.3K Sell
642
-710
-53% -$21.3K 0.01% 339
2023
Q4 		$38.7K Buy
1,352
+340
+34% +$9.1K 0.01% 239
2023
Q3 		$26K Buy
1,012
+59
+6% +$1.58K 0.01% 317
2023
Q2 		$25.3K Buy
953
+55
+6% +$1.39K 0.01% 339
2023
Q1 		$22.6K Buy
+898
New +$22.2K 0.01% 274

Other funds holding DUHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return