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Dimensional US High Profitability ETF
DUHP

Name Holding Trade Value Shares
Change 		Change in
Stake
GMA
301
Glassy Mountain Advisors
Maryland
$769K +$46.4K +1,266 +7%
AWP
302
Axis Wealth Partners
Rhode Island
$755K +$142K +3,860 +24%
PAM
303
Pacific Asset Management
Washington
$751K +$1.1K +30 +0.2%
CW
304
Curio Wealth
Maryland
$730K -$76.9K -2,096 -10%
CWA
305
Cascade Wealth Advisors
Washington
$723K -$399K -10,874 -36%
LWM
306
Lionshead Wealth Management
New York
$698K -$19.3K -527 -3%
GCM
307
Gibraltar Capital Management
Oklahoma
$698K +$101K +2,750 +17%
GRP
308
Global Retirement Partners
California
$683K -$28.8K -785 -4%
CA
309
Clune & Associates
Illinois
$675K +$110 +3 +0%
SPIA
310
Steward Partners Investment Advisory
New York
$674K -$62.6K -1,708 -9%
AFG
311
Atomi Financial Group
New York
$673K +$347K +9,463 +113%
SHFA
312
SC&H Financial Advisors
Maryland
$656K -$251K -6,848 -28%
AL
313
Aspiriant LLC
California
$653K – – –
SC
314
Shearwater Capital
Colorado
$626K – – –
FSC
315
Full Sail Capital
Oklahoma
$614K +$596K +16,256 New
CAG
316
Csenge Advisory Group
Florida
$610K +$40.3K +1,099 +7%
OIM
317
Oder Investment Management
California
$606K +$20.2K +551 +4%
HKIMG
318
Hutchens & Kramer Investment Management Group
Indiana
$588K – – –
EFP
319
EnRich Financial Partners
Wisconsin
$583K -$15.5K -422 -3%
PAG
320
Poinciana Advisors Group
Florida
$565K +$198K +5,413 +57%
NFW
321
Noble Family Wealth
Florida
$563K – – –
CSP
322
Cary Street Partners
Virginia
$559K +$14.7K +401 +3%
SA
323
Stewardship Advisors
Pennsylvania
$559K -$46.4K -1,265 -8%
HIG
324
Heritage Investment Group
Florida
$559K +$71.7K +1,955 +15%
NRW
325
Nova R Wealth
Kansas
$548K +$1.5K +41 +0.3%
11 12
13
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