Robinson Smith Wealth Advisors’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 | $3.19M | Buy |
89,798
+13,240
| +17% | +$471K | 2.55% | 10 |
|
2025
Q1 | $2.54M | Buy |
76,558
+5,870
| +8% | +$195K | 2.12% | 13 |
|
2024
Q4 | $2.39M | Buy |
70,688
+15,134
| +27% | +$511K | 2.03% | 14 |
|
2024
Q3 | $1.89M | Buy |
55,554
+5,902
| +12% | +$201K | 1.61% | 17 |
|
2024
Q2 | $1.59M | Buy |
49,652
+4,146
| +9% | +$133K | 1.4% | 19 |
|
2024
Q1 | $1.44M | Buy |
45,506
+79
| +0.2% | +$2.5K | 1.38% | 20 |
|
2023
Q4 | $1.3M | Buy |
+45,427
| New | +$1.3M | 1.28% | 20 |
|