Sequoia Financial 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 | $32.6M | Sell |
917,089
-110,107
| -11% | -$3.92M | 0.22% | 91 |
|
2025
Q1 | $34M | Buy |
1,027,196
+58,099
| +6% | +$1.93M | 0.26% | 82 |
|
2024
Q4 | $32.7M | Buy |
969,097
+2,372
| +0.2% | +$80.2K | 0.32% | 72 |
|
2024
Q3 | $32.9M | Buy |
966,725
+104,573
| +12% | +$3.56M | 0.35% | 69 |
|
2024
Q2 | $27.6M | Buy |
862,152
+33,445
| +4% | +$1.07M | 0.33% | 72 |
|
2024
Q1 | $26.2M | Buy |
828,707
+37,664
| +5% | +$1.19M | 0.33% | 72 |
|
2023
Q4 | $22.6M | Buy |
791,043
+117,565
| +17% | +$3.36M | 0.28% | 76 |
|
2023
Q3 | $17.3M | Buy |
673,478
+75,494
| +13% | +$1.94M | 0.3% | 66 |
|
2023
Q2 | $15.9M | Buy |
597,984
+190,046
| +47% | +$5.04M | 0.27% | 73 |
|
2023
Q1 | $10.3M | Buy |
407,938
+370,947
| +1,003% | +$9.33M | 0.23% | 88 |
|
2022
Q4 | $888K | Buy |
+36,991
| New | +$888K | 0.02% | 311 |
|