Weinberger Asset Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Weinberger Asset Management’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	$9.99M	Buy	271,845 +4,980	+2%	+$191K	3.75%	8
2025 Q4	$10.1M	Sell	266,865 -6,109	-2%	-$231K	3.66%	7
2025 Q3	$10.3M	Buy	272,974 +10,287	+4%	+$377K	3.73%	7
2025 Q2	$9.34M	Buy	262,687 +7,186	+3%	+$240K	3.61%	7
2025 Q1	$8.47M	Sell	255,501 -1,569	-0.6%	-$53.9K	3.63%	8
2024 Q4	$8.69M	Buy	257,070 +14,508	+6%	+$502K	3.63%	7
2024 Q3	$8.26M	Buy	242,562 +20,946	+9%	+$686K	3.52%	9
2024 Q2	$7.09M	Buy	221,616 +5,893	+3%	+$183K	3.34%	8
2024 Q1	$6.82M	Buy	215,723 +26,642	+14%	+$799K	3.29%	8
2023 Q4	$5.41M	Buy	189,081 +20,945	+12%	+$560K	2.78%	9
2023 Q3	$4.32M	Buy	168,136 +25,509	+18%	+$682K	2.46%	12
2023 Q2	$3.79M	Buy	142,627 +23,577	+20%	+$595K	2.08%	13
2023 Q1	$2.99M	Buy	119,050 +30,301	+34%	+$750K	1.74%	17
2022 Q4	$2.13M	Buy	+88,749	New	+$2.1M	1.31%	20

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