West Financial Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

West Financial Advisors’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 Q2	$10.4K	Hold	250	–	–	﹤0.01%	139
2026 Q1	$9.19K	Hold	250	–	–	﹤0.01%	139
2025 Q4	$9.51K	Hold	250	–	–	﹤0.01%	142
2025 Q3	$9.44K	Sell	250 -613,706	-100%	-$22.5M	﹤0.01%	141
2025 Q2	$21.8M	Buy	613,956 +223,532	+57%	+$7.46M	3.8%	9
2025 Q1	$12.9M	Sell	390,424 -3,422	-0.9%	-$118K	2.46%	12
2024 Q4	$13.3M	Sell	393,846 -5,131	-1%	-$178K	2.57%	11
2024 Q3	$13.6M	Buy	398,977 +6,349	+2%	+$208K	2.62%	10
2024 Q2	$12.6M	Buy	392,628 +13,023	+3%	+$405K	2.61%	8
2024 Q1	$12M	Buy	379,605 +6,876	+2%	+$206K	2.57%	8
2023 Q4	$10.7M	Buy	372,729 +40,736	+12%	+$1.09M	2.43%	8
2023 Q3	$8.53M	Buy	+331,993	New	+$8.87M	2.14%	14

Other funds holding DUHP

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return