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

WealthShield 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	$140K	Buy	3,819 +10	+0.3%	+$384	0.02%	377
2025 Q4	$145K	Buy	3,809 +8	+0.2%	+$303	0.02%	365
2025 Q3	$144K	Buy	3,801 +11	+0.3%	+$403	0.02%	365
2025 Q2	$135K	Buy	3,790 +12	+0.3%	+$401	0.02%	354
2025 Q1	$125K	Buy	3,778 +9	+0.2%	+$309	0.02%	351
2024 Q4	$127K	Sell	3,769 -171	-4%	-$5.92K	0.02%	318
2024 Q3	$134K	Buy	3,940 +11	+0.3%	+$360	0.02%	324
2024 Q2	$126K	Buy	3,929 +12	+0.3%	+$373	0.02%	306
2024 Q1	$124K	Sell	3,917 -923	-19%	-$27.7K	0.02%	301
2023 Q4	$138K	Sell	4,840 -352	-7%	-$9.42K	0.02%	299
2023 Q3	$133K	Buy	5,192 +18	+0.3%	+$481	0.02%	316
2023 Q2	$137K	Buy	5,174 +797	+18%	+$20.1K	0.02%	310
2023 Q1	$110K	Buy	+4,377	New	+$108K	0.02%	333

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