PB
DUHP icon

Pinnacle Bancorp’s Dimensional US High Profitability ETF DUHP Stock Holding History

Pinnacle Bancorp’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
Q1 		$203K Sell
5,522
-23
-0.4% -$882 0.06% 238
2025
Q4 		$211K Sell
5,545
-43
-0.8% -$1.63K 0.06% 228
2025
Q3 		$211K Sell
5,588
-253
-4% -$9.28K 0.06% 232
2025
Q2 		$208K Sell
5,841
-465
-7% -$15.5K 0.06% 225
2025
Q1 		$209K Sell
6,306
-677
-10% -$23.3K 0.07% 216
2024
Q4 		$236K Buy
6,983
+1,334
+24% +$46.2K 0.08% 196
2024
Q3 		$192K Hold
5,649
– – 0.05% 219
2024
Q2 		$181K Buy
5,649
+1,230
+28% +$38.2K 0.05% 215
2024
Q1 		$140K Buy
4,419
+1,398
+46% +$41.9K 0.04% 243
2023
Q4 		$86.4K Buy
+3,021
New +$80.8K 0.03% 295

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return