Wealthspan Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Buy |
24,172
+810
| +3% | +$28.8K | 0.36% | 47 |
|
|
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% | +$202K | 0.39% | 47 |
|
|
2024
Q2 | $558K | Buy |
17,440
+815
| +5% | +$26.1K | 0.31% | 55 |
|
|
2024
Q1 | $526K | Buy |
16,625
+1,316
| +9% | +$41.6K | 0.31% | 57 |
|
|
2023
Q4 | $438K | Buy |
15,309
+3,062
| +25% | +$87.6K | 0.31% | 54 |
|
|
2023
Q3 | $315K | Buy |
12,247
+185
| +2% | +$4.75K | 0.25% | 63 |
|
|
2023
Q2 | $320K | Buy |
+12,062
| New | +$320K | 0.25% | 62 |
|