Sabal Trust’s Dimensional US High Profitability ETF DUHP Stock Holding History

Sabal Trust’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
2025 Q1	$203K	Buy	+6,126	New	+$210K	0.01%	228

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

PFA

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $2.02B AUM 24.14% 1-Year Est. Return

Sabal Trust's DUHP Position: Q1 2025 in Review

Sabal Trust opened a new position in Dimensional US High Profitability ETF (DUHP) in Q1 2025: 6,126 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #228 among its holdings.

394 funds tracked by Wall St. Rank hold DUHP as of Q1 2025.

Sabal Trust held 6,126 shares of Dimensional US High Profitability ETF worth $203K as of Q1 2025.
Dimensional US High Profitability ETF was a new Sabal Trust position in Q1 2025.
Dimensional US High Profitability ETF made up 0.01% of Sabal Trust's portfolio in Q1 2025, its #228 holding.
394 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2025.

Based on Sabal Trust's 13F filing for Q1 2025, filed 23 Apr 2025.