Rockefeller Capital Management
DUHP icon

Rockefeller Capital Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Rockefeller Capital Management’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 		$6.2M Buy
168,601
+5,091
+3% +$195K 0.01% 842
2025
Q4 		$6.22M Buy
163,510
+1,963
+1% +$74.4K 0.01% 801
2025
Q3 		$6.1M Buy
161,547
+5,754
+4% +$211K 0.01% 762
2025
Q2 		$5.54M Sell
155,793
-43
-0% -$1.44K 0.01% 759
2025
Q1 		$5.16M Sell
155,836
-23,304
-13% -$801K 0.01% 729
2024
Q4 		$6.05M Buy
179,140
+39,661
+28% +$1.37M 0.02% 670
2024
Q3 		$4.75M Buy
139,479
+1,673
+1% +$54.8K 0.01% 720
2024
Q2 		$4.41M Buy
137,806
+12,799
+10% +$398K 0.01% 727
2024
Q1 		$3.95M Sell
125,007
-35,279
-22% -$1.06M 0.01% 764
2023
Q4 		$4.59M Buy
160,286
+11,809
+8% +$316K 0.02% 662
2023
Q3 		$3.81M Buy
148,477
+1,397
+0.9% +$37.3K 0.01% 641
2023
Q2 		$3.9M Hold
147,080
– – 0.02% 654
2023
Q1 		$3.7M Hold
147,080
– – 0.02% 638
2022
Q4 		$3.53M Buy
147,080
+146,744
+43,674% +$3.48M 0.02% 597
2022
Q3 		$7K Buy
+336
New +$7.95K ﹤0.01% 3221

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FFM
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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