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Patriot Financial Group Insurance Agency’s Dimensional US High Profitability ETF DUHP Stock Holding History

Patriot Financial Group Insurance Agency’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
2022
Q3 		– Sell
-10,232
Closed -$230K – 813
2022
Q2 		$230K Buy
+10,232
New +$249K 0.05% 353

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LWM
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CCM
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3LCM
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HPA
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FMWA
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Patriot Financial Group Insurance Agency's DUHP Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Dimensional US High Profitability ETF (DUHP) in Q3 2022, closing a stake of 10,232 shares — an estimated $230K sold.

Patriot Financial Group Insurance Agency first reported a position in DUHP in Q2 2022 and held it in 1 quarter. The position peaked at $230K in Q2 2022. 84 funds tracked by Wall St. Rank hold DUHP as of Q3 2022.

  • Patriot Financial Group Insurance Agency reported no remaining Dimensional US High Profitability ETF position as of Q3 2022 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 10,232 Dimensional US High Profitability ETF shares in Q3 2022, an estimated $230K.
  • Patriot Financial Group Insurance Agency first reported a position in Dimensional US High Profitability ETF in Q2 2022 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Dimensional US High Profitability ETF position peaked at $230K in Q2 2022.
  • 84 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.