OneDigital Investment 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
$35.9M Sell
1,008,565
-106,439
-10% -$3.78M 0.4% 51
2025
Q1
$37M Sell
1,115,004
-73,594
-6% -$2.44M 0.44% 43
2024
Q4
$40.2M Sell
1,188,598
-119,703
-9% -$4.04M 0.47% 45
2024
Q3
$44.6M Sell
1,308,301
-62,439
-5% -$2.13M 0.51% 39
2024
Q2
$43.8M Sell
1,370,740
-6,758
-0.5% -$216K 0.55% 39
2024
Q1
$43.5M Buy
1,377,498
+287,298
+26% +$9.08M 0.68% 34
2023
Q4
$31.2M Buy
1,090,200
+1,054,773
+2,977% +$30.2M 0.55% 42
2023
Q3
$910K Buy
35,427
+19,579
+124% +$503K 0.02% 447
2023
Q2
$421K Buy
+15,848
New +$421K 0.01% 698