Quantitative Advantage’s Dimensional US High Profitability ETF DUHP Stock Holding History

Quantitative Advantage’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
2023 Q1	$51.3M	Buy	+2,040,981	New	+$50.5M	7.44%	1

Other funds holding DUHP

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Quantitative Advantage's DUHP Position: Q1 2023 in Review

Quantitative Advantage opened a new position in Dimensional US High Profitability ETF (DUHP) in Q1 2023: 2,040,981 shares worth $51.3M. The stake represents 7.44% of the portfolio and ranks #1 among its holdings.

162 funds tracked by Wall St. Rank hold DUHP as of Q1 2023.

Quantitative Advantage held 2,040,981 shares of Dimensional US High Profitability ETF worth $51.3M as of Q1 2023.
Dimensional US High Profitability ETF was a new Quantitative Advantage position in Q1 2023.
Dimensional US High Profitability ETF made up 7.44% of Quantitative Advantage's portfolio in Q1 2023, its #1 holding.
162 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2023.

Based on Quantitative Advantage's 13F filing for Q1 2023, filed 12 May 2023.