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Raymond James & Associates’s Dimensional US High Profitability ETF DUHP Stock Holding History

Raymond James & Associates’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
2024
Q3 		$14.5M Buy
424,352
+110,686
+35% +$3.63M 0.01% 1006
2024
Q2 		$10M Buy
313,666
+28,624
+10% +$890K 0.01% 1163
2024
Q1 		$9.01M Buy
285,042
+98,989
+53% +$2.97M 0.01% 1225
2023
Q4 		$5.32M Buy
+186,053
New +$4.98M ﹤0.01% 1496

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Raymond James & Associates's DUHP Position: Q3 2024 in Review

Raymond James & Associates increased its Dimensional US High Profitability ETF (DUHP) stake by 35% in Q3 2024, buying an estimated $3.63M and bringing the position to 424,352 shares worth $14.5M. The position accounts for 0.01% of the portfolio, ranked #1006.

Raymond James & Associates first reported a position in DUHP in Q4 2023 and has held it in 4 quarters since. 315 funds tracked by Wall St. Rank hold DUHP as of Q3 2024.

  • Raymond James & Associates held 424,352 shares of Dimensional US High Profitability ETF worth $14.5M as of Q3 2024.
  • Raymond James & Associates bought 110,686 Dimensional US High Profitability ETF shares in Q3 2024, an estimated $3.63M.
  • Dimensional US High Profitability ETF made up 0.01% of Raymond James & Associates's portfolio in Q3 2024, its #1006 holding.
  • Raymond James & Associates first reported a position in Dimensional US High Profitability ETF in Q4 2023 and has held it in 4 quarters since.
  • 315 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.