Sax Wealth Advisors’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 | $26M | Buy |
732,193
+19,704
| +3% | +$701K | 1.57% | 13 |
|
|
2025
Q1 | $23.6M | Sell |
712,489
-25,045
| -3% | -$830K | 1.69% | 13 |
|
|
2024
Q4 | $24.9M | Sell |
737,534
-221,110
| -23% | -$7.47M | 1.95% | 11 |
|
|
2024
Q3 | $32.7M | Buy |
958,644
+39,992
| +4% | +$1.36M | 2.91% | 11 |
|
|
2024
Q2 | $29.4M | Buy |
918,652
+123,564
| +16% | +$3.95M | 2.8% | 10 |
|
|
2024
Q1 | $25.1M | Buy |
795,088
+149,229
| +23% | +$4.72M | 2.94% | 10 |
|
|
2023
Q4 | $18.5M | Buy |
645,859
+177,632
| +38% | +$5.08M | 3.02% | 8 |
|
|
2023
Q3 | $12M | Buy |
468,227
+66,389
| +17% | +$1.71M | 2.37% | 10 |
|
|
2023
Q2 | $10.7M | Buy |
401,838
+53,203
| +15% | +$1.41M | 2.13% | 12 |
|
|
2023
Q1 | $8.76M | Buy |
348,635
+51,612
| +17% | +$1.3M | 1.9% | 14 |
|
|
2022
Q4 | $7.13M | Buy |
297,023
+23,538
| +9% | +$565K | 1.65% | 15 |
|
|
2022
Q3 | $5.84M | Buy |
273,485
+146,585
| +116% | +$3.13M | 1.5% | 17 |
|
|
2022
Q2 | $2.86M | Buy |
+126,900
| New | +$2.86M | 0.73% | 26 |
|