Triad Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $13.1M | Buy |
511,060
+164,225
| +47% | +$4.22M | 4.62% | 6 |
|
|
2023
Q2 | $9.21M | Buy |
346,835
+22,030
| +7% | +$585K | 3.78% | 8 |
|
|
2023
Q1 | $8.17M | Buy |
324,805
+68,715
| +27% | +$1.73M | 3.55% | 9 |
|
|
2022
Q4 | $6.15M | Buy |
256,090
+106,898
| +72% | +$2.57M | 2.74% | 9 |
|
|
2022
Q3 | $3.18M | Buy |
149,192
+50,544
| +51% | +$1.08M | 1.73% | 10 |
|
|
2022
Q2 | $2.22M | Buy |
98,648
+77,293
| +362% | +$1.74M | 1.23% | 11 |
|
|
2022
Q1 | $562K | Buy |
+21,355
| New | +$562K | 0.3% | 42 |
|