Robertson Stephens Wealth Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
Sell
-7,532
Closed -$238K 499
2024
Q1
$238K Sell
7,532
-45,567
-86% -$1.44M 0.01% 458
2023
Q4
$1.52M Buy
53,099
+790
+2% +$22.6K 0.09% 170
2023
Q3
$1.34M Buy
+52,309
New +$1.34M 0.09% 173