WFA
West Financial Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.8M | Buy |
613,956
+223,532
| +57% | +$7.95M | 3.8% | 9 |
|
|
2025
Q1 | $12.9M | Sell |
390,424
-3,422
| -0.9% | -$113K | 2.46% | 12 |
|
|
2024
Q4 | $13.3M | Sell |
393,846
-5,131
| -1% | -$173K | 2.57% | 11 |
|
|
2024
Q3 | $13.6M | Buy |
398,977
+6,349
| +2% | +$216K | 2.62% | 10 |
|
|
2024
Q2 | $12.6M | Buy |
392,628
+13,023
| +3% | +$417K | 2.61% | 8 |
|
|
2024
Q1 | $12M | Buy |
379,605
+6,876
| +2% | +$217K | 2.57% | 8 |
|
|
2023
Q4 | $10.7M | Buy |
372,729
+40,736
| +12% | +$1.17M | 2.43% | 8 |
|
|
2023
Q3 | $8.53M | Buy |
+331,993
| New | +$8.53M | 2.14% | 14 |
|