Sanford Advisory Services’s Dimensional US High Profitability ETF DUHP Stock Holding History

Sanford Advisory Services’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
2022 Q4	$1M	Buy	+41,814	New	+$991K	0.24%	58

Other funds holding DUHP

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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

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

FFM

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

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Sanford Advisory Services's DUHP Position: Q4 2022 in Review

Sanford Advisory Services opened a new position in Dimensional US High Profitability ETF (DUHP) in Q4 2022: 41,814 shares worth $1M. The stake represents 0.24% of the portfolio and ranks #58 among its holdings.

128 funds tracked by Wall St. Rank hold DUHP as of Q4 2022.

Sanford Advisory Services held 41,814 shares of Dimensional US High Profitability ETF worth $1M as of Q4 2022.
Dimensional US High Profitability ETF was a new Sanford Advisory Services position in Q4 2022.
Dimensional US High Profitability ETF made up 0.24% of Sanford Advisory Services's portfolio in Q4 2022, its #58 holding.
128 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.