Phillips Financial Management’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
$38.4M Buy
1,079,305
+93,665
+10% +$3.33M 2.78% 10
2025
Q1
$32.7M Buy
985,640
+143,046
+17% +$4.74M 2.52% 12
2024
Q4
$28.5M Buy
842,594
+350,604
+71% +$11.8M 2.24% 13
2024
Q3
$16.8M Buy
491,990
+102,407
+26% +$3.49M 1.3% 24
2024
Q2
$12.5M Buy
389,583
+68,313
+21% +$2.19M 1.03% 29
2024
Q1
$10.2M Buy
321,270
+64,044
+25% +$2.02M 0.83% 30
2023
Q4
$7.36M Buy
257,226
+55,437
+27% +$1.59M 0.64% 38
2023
Q3
$5.18M Buy
201,789
+100,946
+100% +$2.59M 0.49% 46
2023
Q2
$2.68M Buy
100,843
+89,397
+781% +$2.37M 0.25% 70
2023
Q1
$288K Buy
+11,446
New +$288K 0.03% 145