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Walden Wealth Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

Walden Wealth Partners’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
2024
Q2 		$5.58M Buy
174,403
+1,720
+1% +$53.5K 3.11% 9
2024
Q1 		$5.34M Buy
172,683
+11,919
+7% +$357K 3.1% 9
2023
Q4 		$4.6M Buy
+160,764
New +$4.3M 2.9% 10

Other funds holding DUHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
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
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AA
Alesco Advisors Pittsford, New York $3.92B AUM 15.21% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Walden Wealth Partners's DUHP Position: Q2 2024 in Review

Walden Wealth Partners increased its Dimensional US High Profitability ETF (DUHP) stake by 1% in Q2 2024, buying an estimated $53.5K and bringing the position to 174,403 shares worth $5.58M. The position accounts for 3.11% of the portfolio, ranked #9.

Walden Wealth Partners first reported a position in DUHP in Q4 2023 and has held it in 3 quarters since. 289 funds tracked by Wall St. Rank hold DUHP as of Q2 2024.

  • Walden Wealth Partners held 174,403 shares of Dimensional US High Profitability ETF worth $5.58M as of Q2 2024.
  • Walden Wealth Partners bought 1,720 Dimensional US High Profitability ETF shares in Q2 2024, an estimated $53.5K.
  • Dimensional US High Profitability ETF made up 3.11% of Walden Wealth Partners's portfolio in Q2 2024, its #9 holding.
  • Walden Wealth Partners first reported a position in Dimensional US High Profitability ETF in Q4 2023 and has held it in 3 quarters since.
  • 289 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.