Stifel Financial
DUHP icon

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

Stifel Financial’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 		$16.8M Sell
457,067
-11,460
-2% -$440K 0.02% 710
2025
Q4 		$17.8M Sell
468,527
-332
-0.1% -$12.6K 0.02% 681
2025
Q3 		$17.7M Sell
468,859
-10,009
-2% -$367K 0.02% 678
2025
Q2 		$17M Sell
478,868
-12,841
-3% -$429K 0.02% 659
2025
Q1 		$16.3M Sell
491,709
-2,883
-0.6% -$99.1K 0.02% 644
2024
Q4 		$16.7M Sell
494,592
-7,636
-2% -$264K 0.02% 635
2024
Q3 		$17.1M Sell
502,228
-4,834
-1% -$158K 0.02% 636
2024
Q2 		$16.2M Sell
507,062
-3,541
-0.7% -$110K 0.02% 615
2024
Q1 		$16.1M Buy
510,603
+96,788
+23% +$2.9M 0.02% 627
2023
Q4 		$11.8M Buy
413,815
+17,356
+4% +$464K 0.01% 710
2023
Q3 		$10.2M Buy
396,459
+113,645
+40% +$3.04M 0.01% 711
2023
Q2 		$7.51M Buy
282,814
+71,360
+34% +$1.8M 0.01% 834
2023
Q1 		$5.32M Buy
211,454
+78,773
+59% +$1.95M 0.01% 984
2022
Q4 		$3.19M Buy
132,681
+20,410
+18% +$484K ﹤0.01% 1224
2022
Q3 		$2.4M Buy
+112,271
New +$2.66M ﹤0.01% 1339

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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return
AC
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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return