Sax Wealth Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Sax Wealth Advisors’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 Q2	$24.3M	Sell	661,497 -45,418	-6%	-$1.81M	0.99%	18
2026 Q1	$26.9M	Sell	706,915 -2,285	-0.3%	-$87.6K	1.3%	15
2025 Q4	$27M	Buy	709,200 +20,831	+3%	+$789K	1.27%	16
2025 Q3	$26M	Sell	688,369 -43,824	-6%	-$1.61M	1.4%	15
2025 Q2	$26M	Buy	732,193 +19,704	+3%	+$658K	1.57%	13
2025 Q1	$23.6M	Sell	712,489 -25,045	-3%	-$861K	1.69%	13
2024 Q4	$24.9M	Sell	737,534 -221,110	-23%	-$7.65M	1.95%	11
2024 Q3	$32.7M	Buy	958,644 +39,992	+4%	+$1.31M	2.91%	11
2024 Q2	$29.4M	Buy	918,652 +123,564	+16%	+$3.84M	2.8%	10
2024 Q1	$25.1M	Buy	795,088 +149,229	+23%	+$4.47M	2.94%	10
2023 Q4	$18.5M	Buy	645,859 +177,632	+38%	+$4.75M	3.02%	8
2023 Q3	$12M	Buy	468,227 +66,389	+17%	+$1.77M	2.37%	10
2023 Q2	$10.7M	Buy	401,838 +53,203	+15%	+$1.34M	2.13%	12
2023 Q1	$8.76M	Buy	348,635 +51,612	+17%	+$1.28M	1.9%	14
2022 Q4	$7.13M	Buy	297,023 +23,538	+9%	+$558K	1.65%	15
2022 Q3	$5.84M	Buy	273,485 +146,585	+116%	+$3.47M	1.5%	17
2022 Q2	$2.85M	Buy	+126,900	New	+$3.09M	0.73%	26

Other funds holding DUHP

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

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

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return