RCS Financial Planning’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 | $9.26M | Buy |
260,477
+2,963
| +1% | +$105K | 4.61% | 5 |
|
|
2025
Q1 | $8.53M | Buy |
257,514
+10,996
| +4% | +$364K | 4.5% | 7 |
|
|
2024
Q4 | $8.33M | Buy |
246,518
+7,261
| +3% | +$245K | 4.43% | 8 |
|
|
2024
Q3 | $8.15M | Buy |
239,257
+1,993
| +0.8% | +$67.9K | 4.53% | 8 |
|
|
2024
Q2 | $7.59M | Buy |
237,264
+48,091
| +25% | +$1.54M | 4.48% | 8 |
|
|
2024
Q1 | $5.98M | Sell |
189,173
-42,880
| -18% | -$1.36M | 3.68% | 9 |
|
|
2023
Q4 | $6.64M | Sell |
232,053
-1,068
| -0.5% | -$30.6K | 4.34% | 6 |
|
|
2023
Q3 | $5.99M | Buy |
233,121
+612
| +0.3% | +$15.7K | 4.58% | 5 |
|
|
2023
Q2 | $6.17M | Buy |
232,509
+34,672
| +18% | +$920K | 5.09% | 5 |
|
|
2023
Q1 | $4.97M | Buy |
197,837
+8,988
| +5% | +$226K | 4.41% | 5 |
|
|
2022
Q4 | $4.53M | Buy |
+188,849
| New | +$4.53M | 4.4% | 5 |
|