von Borstel & Associates’s Dimensional US High Profitability ETF DUHP Stock Holding History

von Borstel & Associates’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	$27.7M	Buy	753,339 +34,919	+5%	+$1.34M	6.34%	5
2025 Q4	$27.3M	Buy	718,420 +11,743	+2%	+$445K	6.4%	5
2025 Q3	$26.8M	Buy	706,677 +22,808	+3%	+$836K	4.11%	4
2025 Q2	$24.9M	Buy	683,869 +49,742	+8%	+$1.66M	6.56%	4
2025 Q1	$21M	Buy	634,127 +145,102	+30%	+$4.99M	6.28%	4
2024 Q4	$16.5M	Buy	489,025 +166,913	+52%	+$5.78M	6.47%	4
2024 Q3	$11M	Buy	+322,112	New	+$10.5M	6.22%	4

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