SFG
Steward Financial Group’s Dimensional US High Profitability ETF DUHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $3.65M | Buy |
141,976
+42,822
| +43% | +$1.1M | 1.16% | 12 |
|
|
2023
Q2 | $2.63M | Buy |
99,154
+17,979
| +22% | +$477K | 0.84% | 11 |
|
|
2023
Q1 | $2.04M | Buy |
81,175
+2,439
| +3% | +$61.3K | 0.68% | 12 |
|
|
2022
Q4 | $1.89M | Buy |
78,736
+40,935
| +108% | +$983K | 0.94% | 12 |
|
|
2022
Q3 | $806K | Buy |
37,801
+36,115
| +2,142% | +$770K | 0.6% | 17 |
|
|
2022
Q2 | $37K | Buy |
+1,686
| New | +$37K | 0.03% | 116 |
|