RW
DUHP icon

REDW Wealth’s Dimensional US High Profitability ETF DUHP Stock Holding History

REDW Wealth’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 		$6.86M Sell
186,624
-57,272
-23% -$2.2M 2.74% 11
2025
Q4 		$9.28M Sell
243,896
-1,079
-0.4% -$40.9K 3.54% 8
2025
Q3 		$9.25M Sell
244,975
-22,650
-8% -$830K 3.5% 8
2025
Q2 		$9.52M Sell
267,625
-11,317
-4% -$378K 3.79% 8
2025
Q1 		$9.24M Sell
278,942
-29,452
-10% -$1.01M 3.44% 8
2024
Q4 		$10.4M Sell
308,394
-66,611
-18% -$2.3M 3.62% 8
2024
Q3 		$12.8M Sell
375,005
-15,780
-4% -$517K 3.27% 7
2024
Q2 		$12.5M Buy
390,785
+27,348
+8% +$850K 3.28% 7
2024
Q1 		$11.5M Buy
363,437
+38,715
+12% +$1.16M 3.1% 6
2023
Q4 		$9.29M Buy
324,722
+25,187
+8% +$674K 2.66% 10
2023
Q3 		$7.7M Buy
299,535
+56,289
+23% +$1.5M 2.37% 11
2023
Q2 		$6.46M Buy
243,246
+52,608
+28% +$1.33M 1.94% 15
2023
Q1 		$4.79M Sell
190,638
-101,149
-35% -$2.5M 1.53% 16
2022
Q4 		$7.01M Buy
291,787
+39,188
+16% +$929K 2.43% 12
2022
Q3 		$5.39M Buy
252,599
+25,074
+11% +$593K 2.07% 12
2022
Q2 		$5.12M Buy
227,525
+80,373
+55% +$1.96M 1.88% 13
2022
Q1 		$3.88M Buy
+147,152
New +$3.77M 1.15% 16

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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AC
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return