Root Financial Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

Root Financial Partners’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	$48.6M	Buy	1,323,440 +228,460	+21%	+$8.76M	2.25%	11
2025 Q4	$41.6M	Buy	1,094,980 +315,744	+41%	+$12M	2.15%	12
2025 Q3	$29.4M	Buy	779,236 +340,148	+77%	+$12.5M	1.81%	15
2025 Q2	$15.6M	Buy	439,088 +227,081	+107%	+$7.58M	1.51%	17
2025 Q1	$7.03M	Buy	212,007 +197,414	+1,353%	+$6.78M	0.75%	22
2024 Q4	$493K	Buy	14,593 +8	+0.1%	+$277	0.06%	116
2024 Q3	$497K	Sell	14,585 -803	-5%	-$26.3K	0.08%	92
2024 Q2	$492K	Sell	15,388 -5,631	-27%	-$175K	0.12%	67
2024 Q1	$664K	Sell	21,019 -1,284	-6%	-$38.5K	0.2%	47
2023 Q4	$638K	Buy	22,303 +23	+0.1%	+$615	0.24%	43
2023 Q3	$572K	Sell	22,280 -2,690	-11%	-$71.9K	0.3%	39
2023 Q2	$663K	Sell	24,970 -3,648	-13%	-$92.1K	0.39%	31
2023 Q1	$719K	Buy	+28,618	New	+$708K	0.51%	33

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

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return