SC&H Financial Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

SC&H Financial 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 Q1	$688K	Sell	18,728 -637	-3%	-$24.4K	0.1%	79
2025 Q4	$736K	Buy	19,365 +1,995	+11%	+$75.6K	0.11%	79
2025 Q3	$656K	Sell	17,370 -6,848	-28%	-$251K	0.11%	81
2025 Q2	$861K	Buy	24,218 +2,425	+11%	+$81K	0.15%	75
2025 Q1	$722K	Buy	21,793 +53	+0.2%	+$1.82K	0.14%	77
2024 Q4	$735K	Buy	21,740 +64	+0.3%	+$2.21K	0.15%	78
2024 Q3	$739K	Buy	21,676 +64	+0.3%	+$2.1K	0.16%	78
2024 Q2	$691K	Buy	21,612 +633	+3%	+$19.7K	0.17%	76
2024 Q1	$663K	Buy	20,979 +51	+0.2%	+$1.53K	0.17%	78
2023 Q4	$599K	Buy	20,928 +2,668	+15%	+$71.4K	0.17%	80
2023 Q3	$469K	Buy	18,260 +87	+0.5%	+$2.33K	0.16%	90
2023 Q2	$482K	Buy	18,173 +64	+0.4%	+$1.61K	0.16%	90
2023 Q1	$455K	Buy	18,109 +58	+0.3%	+$1.44K	0.17%	88
2022 Q4	$433K	Buy	18,051 +85	+0.5%	+$2.02K	0.18%	86
2022 Q3	$383K	Buy	+17,966	New	+$425K	0.19%	90

Other funds holding DUHP

Mercer Global Advisors

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

Focus Partners Wealth

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

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

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

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

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

Corient Private Wealth

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

Envestnet Asset Management

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

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