WIA
DUHP icon

World Investment Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

World Investment 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
2022
Q3 		– Sell
-35,871
Closed -$882K – 250
2022
Q2 		$882K Buy
+35,871
New +$874K 0.19% 91

Other funds holding DUHP

MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

World Investment Advisors's DUHP Position: Q3 2022 in Review

World Investment Advisors sold out of Dimensional US High Profitability ETF (DUHP) in Q3 2022, closing a stake of 35,871 shares — an estimated $882K sold.

World Investment Advisors first reported a position in DUHP in Q2 2022 and held it in 1 quarter. The position peaked at $882K in Q2 2022. 84 funds tracked by Wall St. Rank hold DUHP as of Q3 2022.

  • World Investment Advisors reported no remaining Dimensional US High Profitability ETF position as of Q3 2022 after selling out during the quarter.
  • World Investment Advisors sold 35,871 Dimensional US High Profitability ETF shares in Q3 2022, an estimated $882K.
  • World Investment Advisors first reported a position in Dimensional US High Profitability ETF in Q2 2022 and held it in 1 quarter.
  • World Investment Advisors's Dimensional US High Profitability ETF position peaked at $882K in Q2 2022.
  • 84 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q3 2022.

Based on World Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.