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

Spire Wealth Management’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	$60.7K	Sell	1,650 -12,150	-88%	-$466K	﹤0.01%	1114
2025 Q4	$525K	Hold	13,800	–	–	0.02%	534
2025 Q3	$521K	Sell	13,800 -153	-1%	-$5.61K	0.02%	518
2025 Q2	$496K	Hold	13,953	–	–	0.02%	508
2025 Q1	$462K	Buy	+13,953	New	+$479K	0.01%	581
2024 Q3	–	Sell	-16,587	Closed	-$531K	–	2194
2024 Q2	$531K	Buy	16,587 +285	+2%	+$8.86K	0.02%	475
2024 Q1	$515K	Buy	16,302 +229	+1%	+$6.87K	0.01%	506
2023 Q4	$467K	Buy	16,073 +8,708	+118%	+$233K	0.02%	531
2023 Q3	$189K	Buy	7,365 +1,680	+30%	+$44.9K	0.01%	725
2023 Q2	$151K	Buy	5,685 +78	+1%	+$1.97K	0.01%	818
2023 Q1	$141K	Buy	5,607 +4,938	+738%	+$122K	0.01%	850
2022 Q4	$16K	Buy	+669	New	+$15.9K	﹤0.01%	1452

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