Wealthcare Advisory Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

Wealthcare Advisory 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
2026 Q1	–	Sell	-46,595	Closed	-$1.77M	–	1094
2025 Q4	$1.77M	Buy	46,595 +2,110	+5%	+$79.9K	0.03%	389
2025 Q3	$1.68M	Sell	44,485 -194	-0.4%	-$7.11K	0.04%	385
2025 Q2	$1.59M	Buy	44,679 +1,681	+4%	+$56.1K	0.04%	376
2025 Q1	$1.42M	Buy	42,998 +3,376	+9%	+$116K	0.04%	370
2024 Q4	$1.34M	Sell	39,622 -9,590	-19%	-$332K	0.04%	358
2024 Q3	$1.68M	Buy	49,212 +1,586	+3%	+$51.9K	0.05%	303
2024 Q2	$1.52M	Buy	47,626 +15,123	+47%	+$470K	0.05%	289
2024 Q1	$1.03M	Buy	32,503 +1,516	+5%	+$45.4K	0.03%	351
2023 Q4	$887K	Buy	30,987 +15,885	+105%	+$425K	0.04%	341
2023 Q3	$388K	Buy	15,102 +6,444	+74%	+$172K	0.02%	496
2023 Q2	$230K	Buy	+8,658	New	+$218K	0.01%	636

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