Steward Partners Investment Advisory’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 | $696K | Sell |
19,562
-4,004
| -17% | -$142K | 0.01% | 1146 |
|
|
2025
Q1 | $781K | Buy |
23,566
+653
| +3% | +$21.6K | 0.01% | 1012 |
|
|
2024
Q4 | $774K | Buy |
22,913
+8,964
| +64% | +$303K | 0.01% | 965 |
|
|
2024
Q3 | $475K | Sell |
13,949
-197
| -1% | -$6.71K | ﹤0.01% | 1126 |
|
|
2024
Q2 | $453K | Buy |
14,146
+2,799
| +25% | +$89.5K | ﹤0.01% | 1102 |
|
|
2024
Q1 | $359K | Hold |
11,347
| – | – | ﹤0.01% | 1184 |
|
|
2023
Q4 | $325K | Buy |
+11,347
| New | +$325K | ﹤0.01% | 1185 |
|