WealthSource Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $2.16M | Sell |
75,646
-1,475
| -2% | -$42.2K | 0.14% | 118 |
|
2023
Q3 | $1.98M | Sell |
77,121
-917
| -1% | -$23.6K | 0.14% | 121 |
|
2023
Q2 | $2.07M | Sell |
78,038
-281
| -0.4% | -$7.46K | 0.14% | 118 |
|
2023
Q1 | $1.97M | Sell |
78,319
-285
| -0.4% | -$7.17K | 0.13% | 123 |
|
2022
Q4 | $1.89M | Buy |
78,604
+17,439
| +29% | +$419K | 0.13% | 122 |
|
2022
Q3 | $1.31M | Buy |
61,165
+30,117
| +97% | +$643K | 0.1% | 163 |
|
2022
Q2 | $699K | Buy |
+31,048
| New | +$699K | 0.05% | 246 |
|