Tortoise Investment Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Tortoise Investment Management’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	$6.33M	Buy	172,151 +35,392	+26%	+$1.36M	0.52%	54
2025 Q4	$5.2M	Buy	136,759 +12,333	+10%	+$467K	0.46%	61
2025 Q3	$4.7M	Buy	124,426 +16,063	+15%	+$589K	0.42%	62
2025 Q2	$3.85M	Buy	108,363 +5,279	+5%	+$176K	0.37%	68
2025 Q1	$3.42M	Buy	103,084 +4,003	+4%	+$138K	0.36%	66
2024 Q4	$3.35M	Buy	99,081 +2,678	+3%	+$92.7K	0.35%	70
2024 Q3	$3.28M	Buy	96,403 +2,452	+3%	+$80.3K	0.34%	69
2024 Q2	$3.01M	Buy	93,951 +4,882	+5%	+$152K	0.34%	71
2024 Q1	$2.82M	Buy	89,069 +3,787	+4%	+$114K	0.34%	68
2023 Q4	$2.44M	Buy	85,282 +3,027	+4%	+$81K	0.33%	69
2023 Q3	$2.11M	Buy	82,255 +4,090	+5%	+$109K	0.31%	72
2023 Q2	$2.07M	Buy	78,165 +6,940	+10%	+$175K	0.31%	73
2023 Q1	$1.79M	Sell	71,225 -945	-1%	-$23.4K	0.29%	75
2022 Q4	$1.73M	Buy	72,170 +42,380	+142%	+$1M	0.3%	76
2022 Q3	$636K	Buy	+29,790	New	+$705K	0.12%	111

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