UBS Group

UBS Group’s Dimensional US High Profitability ETF DUHP Stock Holding History

UBS Group’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	$79M	Buy	2,148,401 +206,184	+11%	+$7.91M	0.01%	1227
2025 Q4	$73.9M	Buy	1,942,217 +180,786	+10%	+$6.85M	0.01%	1256
2025 Q3	$66.5M	Sell	1,761,431 -23,052	-1%	-$845K	0.01%	1366
2025 Q2	$63.5M	Buy	1,784,483 +51,344	+3%	+$1.71M	0.01%	1299
2025 Q1	$57.4M	Buy	1,733,139 +20,200	+1%	+$694K	0.01%	1355
2024 Q4	$57.9M	Sell	1,712,939 -28,782	-2%	-$996K	0.01%	1330
2024 Q3	$59.3M	Buy	1,741,721 +131,328	+8%	+$4.3M	0.02%	1045
2024 Q2	$51.5M	Sell	1,610,393 -23,044	-1%	-$716K	0.02%	1023
2024 Q1	$51.6M	Buy	1,633,437 +1,619,466	+11,592%	+$48.6M	0.02%	1020
2023 Q4	$400K	Buy	13,971 +7,139	+104%	+$191K	﹤0.01%	5281
2023 Q3	$176K	Sell	6,832 -1,762	-21%	-$47.1K	﹤0.01%	5443
2023 Q2	$228K	Sell	8,594 -327	-4%	-$8.25K	﹤0.01%	5393
2023 Q1	$224K	Buy	8,921 +5,247	+143%	+$130K	﹤0.01%	5296
2022 Q4	$88.2K	Buy	+3,674	New	+$87.1K	﹤0.01%	6222

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