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