WCG Wealth Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

WCG Wealth 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
2026 Q1	$20.2M	Buy	548,673 +25,350	+5%	+$972K	0.56%	48
2025 Q4	$19.9M	Buy	523,323 +20,759	+4%	+$786K	0.56%	45
2025 Q3	$19M	Buy	502,564 +15,374	+3%	+$564K	1.19%	21
2025 Q2	$17.3M	Buy	487,190 +35,194	+8%	+$1.18M	1.12%	19
2025 Q1	$15M	Buy	451,996 +18,671	+4%	+$642K	1.14%	21
2024 Q4	$14.6M	Buy	433,325 +13,723	+3%	+$475K	0.97%	26
2024 Q3	$14.3M	Buy	419,602 +7,462	+2%	+$244K	0.97%	26
2024 Q2	$13.2M	Buy	412,140 +11,801	+3%	+$367K	0.98%	27
2024 Q1	$12.7M	Buy	400,339 +114,688	+40%	+$3.44M	1.06%	25
2023 Q4	$8.17M	Buy	285,651 +18,763	+7%	+$502K	0.6%	48
2023 Q3	$6.86M	Buy	+266,888	New	+$7.13M	0.5%	56

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