Steward Financial Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

Steward Financial Group’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
2023 Q3	$3.65M	Buy	141,976 +42,822	+43%	+$1.14M	1.16%	12
2023 Q2	$2.63M	Buy	99,154 +17,979	+22%	+$454K	0.84%	11
2023 Q1	$2.04M	Buy	81,175 +2,439	+3%	+$60.3K	0.68%	12
2022 Q4	$1.89M	Buy	78,736 +40,935	+108%	+$970K	0.94%	12
2022 Q3	$806K	Buy	37,801 +36,115	+2,142%	+$855K	0.6%	17
2022 Q2	$37K	Buy	+1,686	New	+$41.1K	0.03%	116

Other funds holding DUHP

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

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

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

FFM

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

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Steward Financial Group's DUHP Position: Q3 2023 in Review

Steward Financial Group increased its Dimensional US High Profitability ETF (DUHP) stake by 43% in Q3 2023, buying an estimated $1.14M and bringing the position to 141,976 shares worth $3.65M. The position accounts for 1.16% of the portfolio, ranked #12.

Steward Financial Group first reported a position in DUHP in Q2 2022 and has held it in 6 quarters since. 205 funds tracked by Wall St. Rank hold DUHP as of Q3 2023.

Steward Financial Group held 141,976 shares of Dimensional US High Profitability ETF worth $3.65M as of Q3 2023.
Steward Financial Group bought 42,822 Dimensional US High Profitability ETF shares in Q3 2023, an estimated $1.14M.
Dimensional US High Profitability ETF made up 1.16% of Steward Financial Group's portfolio in Q3 2023, its #12 holding.
Steward Financial Group first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 6 quarters since.
205 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.