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

Simplicity Wealth’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	$2.11M	Sell	57,465 -8,335	-13%	-$320K	0.12%	176
2025 Q4	$2.5M	Buy	65,800 +39	+0.1%	+$1.48K	0.15%	148
2025 Q3	$2.48M	Sell	65,761 -91,487	-58%	-$3.35M	0.14%	154
2025 Q2	$5.59M	Buy	157,248 +74,865	+91%	+$2.5M	0.23%	96
2025 Q1	$2.73M	Buy	+82,383	New	+$2.83M	0.21%	117
2024 Q4	–	Sell	-89,267	Closed	-$3.04M	–	389
2024 Q3	$3.04M	Sell	89,267 -186,595	-68%	-$6.11M	0.28%	82
2024 Q2	$8.82M	Buy	+275,862	New	+$8.58M	0.2%	100

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