Planning Center Inc’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 | $60.8M | Buy |
1,710,723
+52,530
| +3% | +$1.87M | 6.73% | 6 |
|
|
2025
Q1 | $55M | Buy |
1,658,193
+49,217
| +3% | +$1.63M | 6.5% | 6 |
|
|
2024
Q4 | $54.4M | Sell |
1,608,976
-30,157
| -2% | -$1.02M | 6.9% | 6 |
|
|
2024
Q3 | $55.8M | Sell |
1,639,133
-13,641
| -0.8% | -$465K | 6.88% | 6 |
|
|
2024
Q2 | $52.9M | Buy |
1,652,774
+25,945
| +2% | +$830K | 6.91% | 6 |
|
|
2024
Q1 | $51.4M | Buy |
1,626,829
+27,353
| +2% | +$865K | 11.19% | 3 |
|
|
2023
Q4 | $45.8M | Buy |
1,599,476
+3,196
| +0.2% | +$91.4K | 10.61% | 3 |
|
|
2023
Q3 | $41M | Buy |
1,596,280
+40,940
| +3% | +$1.05M | 10.66% | 3 |
|
|
2023
Q2 | $41.3M | Buy |
1,555,340
+69,905
| +5% | +$1.86M | 10.49% | 3 |
|
|
2023
Q1 | $37.4M | Buy |
1,485,435
+364,623
| +33% | +$9.18M | 10.27% | 3 |
|
|
2022
Q4 | $26.9M | Buy |
+1,120,812
| New | +$26.9M | 8.19% | 5 |
|