Steward Partners Investment Advisory’s Dimensional US High Profitability ETF DUHP Stock Holding History

Steward Partners Investment Advisory’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	$611K	Sell	16,629 -1,225	-7%	-$47K	﹤0.01%	1411
2025 Q4	$679K	Hold	17,854	–	–	﹤0.01%	1255
2025 Q3	$674K	Sell	17,854 -1,708	-9%	-$62.6K	﹤0.01%	1237
2025 Q2	$696K	Sell	19,562 -4,004	-17%	-$134K	0.01%	1146
2025 Q1	$781K	Buy	23,566 +653	+3%	+$22.4K	0.01%	1012
2024 Q4	$774K	Buy	22,913 +8,964	+64%	+$310K	0.01%	965
2024 Q3	$475K	Sell	13,949 -197	-1%	-$6.45K	﹤0.01%	1126
2024 Q2	$453K	Buy	14,146 +2,799	+25%	+$87K	﹤0.01%	1102
2024 Q1	$359K	Hold	11,347	–	–	﹤0.01%	1184
2023 Q4	$325K	Buy	+11,347	New	+$304K	﹤0.01%	1185

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