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Peninsula Wealth’s Dimensional US High Profitability ETF DUHP Stock Holding History

Peninsula Wealth’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 		$1.26M Buy
37,150
+615
+2% +$21.3K 0.21% 45
2024
Q3 		$1.27M Buy
36,535
+261
+0.7% +$8.55K 0.22% 44
2024
Q2 		$1.19M Sell
36,274
-19,653
-35% -$611K 0.22% 45
2024
Q1 		$1.77M Buy
55,927
+1,134
+2% +$34K 0.35% 32
2023
Q4 		$1.57M Sell
54,793
-7,256
-12% -$194K 0.32% 31
2023
Q3 		$1.57M Sell
62,049
-112,449
-64% -$3.01M 0.37% 26
2023
Q2 		$4.63M Buy
174,498
+3,059
+2% +$77.2K 1.21% 15
2023
Q1 		$4.31M Buy
171,439
+10,164
+6% +$251K 1.24% 15
2022
Q4 		$3.87M Buy
161,275
+77,834
+93% +$1.85M 1.22% 14
2022
Q3 		$1.78M Buy
83,441
+37,061
+80% +$877K 0.63% 22
2022
Q2 		$1.04M Buy
+46,380
New +$1.13M 0.35% 28

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 $59.8B AUM 29.42% 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

Peninsula Wealth's DUHP Position: Q4 2024 in Review

Peninsula Wealth increased its Dimensional US High Profitability ETF (DUHP) stake by 1.7% in Q4 2024, buying an estimated $21.3K and bringing the position to 37,150 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #45.

Peninsula Wealth first reported a position in DUHP in Q2 2022 and has held it in 11 quarters since. The position peaked at $4.63M in Q2 2023. 380 funds tracked by Wall St. Rank hold DUHP as of Q4 2024.

  • Peninsula Wealth held 37,150 shares of Dimensional US High Profitability ETF worth $1.26M as of Q4 2024.
  • Peninsula Wealth bought 615 Dimensional US High Profitability ETF shares in Q4 2024, an estimated $21.3K.
  • Dimensional US High Profitability ETF made up 0.21% of Peninsula Wealth's portfolio in Q4 2024, its #45 holding.
  • Peninsula Wealth first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 11 quarters since.
  • Peninsula Wealth's Dimensional US High Profitability ETF position peaked at $4.63M in Q2 2023.
  • 380 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.