PWM
PBMares Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Buy |
586,435
+25,182
| +4% | +$895K | 3.82% | 8 |
|
|
2025
Q1 | $18.6M | Buy |
561,253
+46,325
| +9% | +$1.54M | 3.72% | 8 |
|
|
2024
Q4 | $17.4M | Buy |
514,928
+28,411
| +6% | +$960K | 3.56% | 8 |
|
|
2024
Q3 | $16.6M | Buy |
486,517
+112,567
| +30% | +$3.84M | 3.46% | 9 |
|
|
2024
Q2 | $12M | Buy |
373,950
+56,935
| +18% | +$1.82M | 2.94% | 10 |
|
|
2024
Q1 | $10M | Buy |
317,015
+60,997
| +24% | +$1.93M | 2.61% | 11 |
|
|
2023
Q4 | $7.32M | Buy |
256,018
+81,615
| +47% | +$2.34M | 2.2% | 13 |
|
|
2023
Q3 | $4.48M | Buy |
174,403
+31,032
| +22% | +$797K | 1.62% | 18 |
|
|
2023
Q2 | $3.81M | Buy |
143,371
+8,445
| +6% | +$224K | 1.36% | 18 |
|
|
2023
Q1 | $3.39M | Buy |
134,926
+8,012
| +6% | +$201K | 1.26% | 18 |
|
|
2022
Q4 | $3.05M | Buy |
126,914
+41,500
| +49% | +$996K | 1.23% | 17 |
|
|
2022
Q3 | $1.82M | Buy |
85,414
+5,002
| +6% | +$107K | 0.79% | 26 |
|
|
2022
Q2 | $1.81M | Buy |
+80,412
| New | +$1.81M | 0.78% | 25 |
|