Strategic Investment Solutions’s Dimensional US High Profitability ETF DUHP Stock Holding History

Strategic Investment Solutions’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 Q2	$5.62M	Buy	134,718 +5,189	+4%	+$207K	1.29%	15
2026 Q1	$4.76M	Sell	129,529 -13,169	-9%	-$505K	1.15%	20
2025 Q4	$5.43M	Sell	142,698 -28,864	-17%	-$1.09M	1.3%	20
2025 Q3	$6.48M	Sell	171,562 -88,484	-34%	-$3.24M	1.71%	12
2025 Q2	$9.25M	Sell	260,046 -177,723	-41%	-$5.93M	2.8%	7
2025 Q1	$14.5M	Sell	437,769 -93,377	-18%	-$3.21M	4.22%	5
2024 Q4	$16M	Buy	531,146 +37,904	+8%	+$1.31M	5.34%	3
2024 Q3	$16.8M	Buy	493,242 +24,227	+5%	+$793K	5.04%	4
2024 Q2	$15.3M	Buy	+469,015	New	+$14.6M	4.93%	4
2023 Q4	$13.1M	Sell	458,407 -5,915,349	-93%	-$158M	2.28%	9
2023 Q3	$170M	Buy	6,373,756 +6,302,947	+8,901%	+$168M	2.1%	13
2023 Q2	$1.8M	Sell	70,809 -389,340	-85%	-$9.83M	0.37%	28
2023 Q1	$11.6M	Buy	460,149 +9,172	+2%	+$227K	2.27%	8
2022 Q4	$11.6M	Buy	+450,977	New	+$10.7M	5.7%	4

Other funds holding DUHP

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return