Private Advisor Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Private Advisor Group’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	$7.19M	Buy	195,461 +30,957	+19%	+$1.19M	0.03%	506
2025 Q4	$6.26M	Buy	164,504 +23,550	+17%	+$892K	0.03%	540
2025 Q3	$5.32M	Buy	140,954 +13,079	+10%	+$480K	0.03%	594
2025 Q2	$4.55M	Buy	127,875 +12,306	+11%	+$411K	0.02%	607
2025 Q1	$3.83M	Sell	115,569 -2,776	-2%	-$95.4K	0.02%	624
2024 Q4	$4M	Buy	118,345 +22,471	+23%	+$778K	0.02%	596
2024 Q3	$3.27M	Buy	95,874 +23,010	+32%	+$754K	0.02%	672
2024 Q2	$2.33M	Buy	72,864 +10,709	+17%	+$333K	0.02%	765
2024 Q1	$1.96M	Buy	62,155 +16,655	+37%	+$499K	0.01%	817
2023 Q4	$1.3M	Buy	45,500 +21,111	+87%	+$565K	0.01%	979
2023 Q3	$627K	Buy	+24,389	New	+$652K	0.01%	1274

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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