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

Wealthspan 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	$830K	Sell	22,581 -803	-3%	-$30.8K	0.29%	60
2025 Q4	$889K	Sell	23,384 -788	-3%	-$29.8K	0.32%	55
2025 Q3	$913K	Hold	24,172	–	–	0.35%	46
2025 Q2	$860K	Buy	24,172 +810	+3%	+$27K	0.36%	48
2025 Q1	$774K	Hold	23,362	–	–	0.36%	48
2024 Q4	$789K	Hold	23,362	–	–	0.38%	48
2024 Q3	$796K	Buy	23,362 +5,922	+34%	+$194K	0.39%	47
2024 Q2	$558K	Buy	17,440 +815	+5%	+$25.3K	0.31%	55
2024 Q1	$526K	Buy	16,625 +1,316	+9%	+$39.5K	0.31%	57
2023 Q4	$438K	Buy	15,309 +3,062	+25%	+$81.9K	0.31%	54
2023 Q3	$315K	Buy	12,247 +185	+2%	+$4.95K	0.25%	63
2023 Q2	$320K	Buy	+12,062	New	+$304K	0.25%	62

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