SSC
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Syverson Strege & Co’s Dimensional US High Profitability ETF DUHP Stock Holding History

Syverson Strege & Co’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 Buy
455,686
+12,677
+3% +$486K 4.03% 4
2025
Q4 		$16.8M Sell
443,009
-23,168
-5% -$878K 3.99% 4
2025
Q3 		$17.6M Sell
466,177
-41,718
-8% -$1.53M 4.22% 4
2025
Q2 		$18.1M Buy
507,895
+15,106
+3% +$504K 4.27% 4
2025
Q1 		$16.3M Sell
492,789
-6,354
-1% -$218K 5.25% 4
2024
Q4 		$16.9M Sell
499,143
-6,106
-1% -$211K 5.62% 3
2024
Q3 		$17.2M Sell
505,249
-20,471
-4% -$670K 5.77% 4
2024
Q2 		$16.8M Buy
525,720
+5,454
+1% +$170K 5.73% 4
2024
Q1 		$16.4M Buy
520,266
+5,215
+1% +$156K 5.93% 3
2023
Q4 		$14.7M Sell
515,051
-11,520
-2% -$308K 5.72% 3
2023
Q3 		$13.5M Sell
526,571
-17,493
-3% -$468K 6.05% 3
2023
Q2 		$14.4M Sell
544,064
-18,068
-3% -$456K 6.18% 3
2023
Q1 		$14.1M Buy
562,132
+9,811
+2% +$243K 6.03% 3
2022
Q4 		$13.3M Buy
552,321
+44,996
+9% +$1.07M 6.01% 3
2022
Q3 		$10.8M Buy
507,325
+3,138
+0.6% +$74.3K 5.49% 3
2022
Q2 		$11.3M Buy
+504,187
New +$12.3M 4.17% 6

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