Root Financial Partners’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 | $15.6M | Buy |
439,088
+227,081
| +107% | +$8.08M | 1.51% | 17 |
|
|
2025
Q1 | $7.03M | Buy |
212,007
+197,414
| +1,353% | +$6.54M | 0.75% | 22 |
|
|
2024
Q4 | $493K | Buy |
14,593
+8
| +0.1% | +$270 | 0.06% | 116 |
|
|
2024
Q3 | $497K | Sell |
14,585
-803
| -5% | -$27.4K | 0.08% | 92 |
|
|
2024
Q2 | $492K | Sell |
15,388
-5,631
| -27% | -$180K | 0.12% | 67 |
|
|
2024
Q1 | $664K | Sell |
21,019
-1,284
| -6% | -$40.6K | 0.2% | 47 |
|
|
2023
Q4 | $638K | Buy |
22,303
+23
| +0.1% | +$658 | 0.24% | 43 |
|
|
2023
Q3 | $572K | Sell |
22,280
-2,690
| -11% | -$69.1K | 0.3% | 39 |
|
|
2023
Q2 | $663K | Sell |
24,970
-3,648
| -13% | -$96.8K | 0.39% | 31 |
|
|
2023
Q1 | $719K | Buy |
+28,618
| New | +$719K | 0.51% | 33 |
|