Summit Wealth Partners’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 | $662K | Buy |
18,616
+6,165
| +50% | +$219K | 0.13% | 111 |
|
|
2025
Q1 | $413K | Buy |
12,451
+588
| +5% | +$19.5K | 0.08% | 143 |
|
|
2024
Q4 | $401K | Sell |
11,863
-3,829
| -24% | -$129K | 0.08% | 140 |
|
|
2024
Q3 | $535K | Buy |
15,692
+911
| +6% | +$31K | 0.1% | 135 |
|
|
2024
Q2 | $473K | Buy |
14,781
+1,621
| +12% | +$51.9K | 0.1% | 138 |
|
|
2024
Q1 | $416K | Hold |
13,160
| – | – | 0.09% | 142 |
|
|
2023
Q4 | $377K | Buy |
13,160
+2,412
| +22% | +$69K | 0.09% | 139 |
|
|
2023
Q3 | $276K | Buy |
+10,748
| New | +$276K | 0.07% | 154 |
|