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

Triad Financial Advisors’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
2023 Q3	$13.1M	Buy	511,060 +164,225	+47%	+$4.39M	4.62%	6
2023 Q2	$9.21M	Buy	346,835 +22,030	+7%	+$556K	3.78%	8
2023 Q1	$8.17M	Buy	324,805 +68,715	+27%	+$1.7M	3.55%	9
2022 Q4	$6.15M	Buy	256,090 +106,898	+72%	+$2.53M	2.74%	9
2022 Q3	$3.18M	Buy	149,192 +50,544	+51%	+$1.2M	1.73%	10
2022 Q2	$2.22M	Buy	98,648 +77,293	+362%	+$1.88M	1.23%	11
2022 Q1	$562K	Buy	+21,355	New	+$547K	0.3%	42

Other funds holding DUHP

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

MWM

Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Triad Financial Advisors's DUHP Position: Q3 2023 in Review

Triad Financial Advisors increased its Dimensional US High Profitability ETF (DUHP) stake by 47% in Q3 2023, buying an estimated $4.39M and bringing the position to 511,060 shares worth $13.1M. The position accounts for 4.62% of the portfolio, ranked #6.

Triad Financial Advisors first reported a position in DUHP in Q1 2022 and has held it in 7 quarters since. 205 funds tracked by Wall St. Rank hold DUHP as of Q3 2023.

Triad Financial Advisors held 511,060 shares of Dimensional US High Profitability ETF worth $13.1M as of Q3 2023.
Triad Financial Advisors bought 164,225 Dimensional US High Profitability ETF shares in Q3 2023, an estimated $4.39M.
Dimensional US High Profitability ETF made up 4.62% of Triad Financial Advisors's portfolio in Q3 2023, its #6 holding.
Triad Financial Advisors first reported a position in Dimensional US High Profitability ETF in Q1 2022 and has held it in 7 quarters since.
205 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.