Websterrogers Financial Advisors’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 | $14.3M | Buy |
401,288
+8,700
| +2% | +$309K | 4.54% | 6 |
|
|
2025
Q1 | $13M | Sell |
392,588
-3,978
| -1% | -$132K | 4.44% | 5 |
|
|
2024
Q4 | $13.4M | Sell |
396,566
-4,576
| -1% | -$155K | 4.65% | 5 |
|
|
2024
Q3 | $13.7M | Sell |
401,142
-2,886
| -0.7% | -$98.3K | 4.78% | 6 |
|
|
2024
Q2 | $12.9M | Buy |
404,028
+6,956
| +2% | +$223K | 4.6% | 6 |
|
|
2024
Q1 | $12.6M | Sell |
397,072
-56,800
| -13% | -$1.8M | 4.46% | 7 |
|
|
2023
Q4 | $13M | Buy |
453,872
+125,009
| +38% | +$3.58M | 5.41% | 4 |
|
|
2023
Q3 | $8.45M | Buy |
328,863
+62,784
| +24% | +$1.61M | 3.72% | 10 |
|
|
2023
Q2 | $7.06M | Sell |
266,079
-91,755
| -26% | -$2.44M | 3.08% | 12 |
|
|
2023
Q1 | $9M | Buy |
357,834
+31,087
| +10% | +$782K | 4.14% | 8 |
|
|
2022
Q4 | $7.85M | Buy |
+326,747
| New | +$7.85M | 3.8% | 8 |
|