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

Physician Wealth Solutions’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
2026 Q2	$260K	Hold	6,238	–	–	0.1%	44
2026 Q1	$229K	Hold	6,238	–	–	0.09%	45
2025 Q4	$237K	Hold	6,238	–	–	0.1%	44
2025 Q3	$236K	Hold	6,238	–	–	0.1%	45
2025 Q2	$222K	Sell	6,238 -1,120	-15%	-$37.4K	0.1%	45
2025 Q1	$244K	Hold	7,358	–	–	0.12%	39
2024 Q4	$249K	Hold	7,358	–	–	0.12%	40
2024 Q3	$251K	Hold	7,358	–	–	0.13%	38
2024 Q2	$235K	Buy	+7,358	New	+$229K	0.17%	39

Other funds holding DUHP

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return