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

Raymond James Trust’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 		$459K Buy
13,476
+2,514
+23% +$82.3K 0.01% 821
2024
Q2 		$351K Buy
10,962
+3,989
+57% +$124K 0.01% 896
2024
Q1 		$220K Buy
+6,973
New +$209K 0.01% 1142

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 $7.07B AUM 18.05% 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 $1.83B AUM 18.24% 1-Year Est. Return

Raymond James Trust's DUHP Position: Q3 2024 in Review

Raymond James Trust increased its Dimensional US High Profitability ETF (DUHP) stake by 23% in Q3 2024, buying an estimated $82.3K and bringing the position to 13,476 shares worth $459K. The position accounts for 0.01% of the portfolio, ranked #821.

Raymond James Trust first reported a position in DUHP in Q1 2024 and has held it in 3 quarters since. 314 funds tracked by Wall St. Rank hold DUHP as of Q3 2024.

  • Raymond James Trust held 13,476 shares of Dimensional US High Profitability ETF worth $459K as of Q3 2024.
  • Raymond James Trust bought 2,514 Dimensional US High Profitability ETF shares in Q3 2024, an estimated $82.3K.
  • Dimensional US High Profitability ETF made up 0.01% of Raymond James Trust's portfolio in Q3 2024, its #821 holding.
  • Raymond James Trust first reported a position in Dimensional US High Profitability ETF in Q1 2024 and has held it in 3 quarters since.
  • 314 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2024.

Based on Raymond James Trust's 13F filing for Q3 2024, filed 12 Nov 2024.