Plancorp LLC’s Dimensional US High Profitability ETF DUHP Stock Holding History

Plancorp LLC’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	$535K	Sell	12,870 -127	-1%	-$5.07K	0.01%	244
2026 Q1	$493K	Buy	12,997 +2,734	+27%	+$105K	0.01%	228
2025 Q4	$390K	Hold	10,263	–	–	0.01%	249
2025 Q3	$388K	Buy	10,263 +29	+0.3%	+$1.06K	0.01%	261
2025 Q2	$364K	Buy	10,234 +34	+0.3%	+$1.14K	0.01%	265
2025 Q1	$338K	Buy	10,200 +1,487	+17%	+$51.1K	0.01%	260
2024 Q4	$294K	Buy	8,713 +1,460	+20%	+$50.5K	0.01%	254
2024 Q3	$247K	Buy	+7,253	New	+$238K	0.01%	274

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

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

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return