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Dimensional US High Profitability ETF
DUHP

Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
351
Poinciana Advisors Group
Florida
$824K +$13.8K +346 +2%
PAM
352
Pacific Asset Management
Washington
$817K -$14.9K -374 -2%
CWA
353
Cascade Wealth Advisors
Washington
$808K +$40 +1 +0%
SWP
354
Summit Wealth Partners
Florida
$807K -$18.7K -470 -2%
SF
355
Summit Financial
New Jersey
$800K -$3.51K -88 -0.5%
P
356
&Partners
Tennessee
$798K -$430K -10,773 -36%
HKIMG
357
Hutchens & Kramer Investment Management Group
Indiana
$794K – – –
SHFA
358
SC&H Financial Advisors
Maryland
$782K +$199 +5 +0%
GCM
359
Gibraltar Capital Management
Oklahoma
$780K – – –
DWM
360
Diversify Wealth Management
Utah
$776K +$9.1K +228 +1%
DAS
361
Diversify Advisory Services
Utah
$776K +$748K +18,751 New
GRP
362
Global Retirement Partners
California
$767K +$733K +18,372 New
CA
363
Clune & Associates
Illinois
$746K +$80 +2 +0%
TI
364
tru Independence
Oregon
$731K -$95.2K -2,387 -12%
AL
365
Aspiriant LLC
California
$722K – – –
LFA
366
Lauterbach Financial Advisors
Texas
$711K +$3.59K +90 +0.5%
CPW
367
Cogent Private Wealth
Florida
$700K +$207K +5,200 +45%
SC
368
Shearwater Capital
Colorado
$692K – – –
WA
369
Waverly Advisors
Alabama
$683K +$653K +16,368 New
EWA
370
Elevate Wealth Advisory
Georgia
$682K +$83.4K +2,091 +15%
PCIA
371
Prime Capital Investment Advisors
Kansas
$681K +$7.86K +197 +1%
OSAM
372
O'Shaughnessy Asset Management
Connecticut
$677K +$2K +50 +0.3%
CAG
373
Csenge Advisory Group
Florida
$666K +$14.6K +365 +2%
SA
374
Stewardship Advisors
Pennsylvania
$646K +$23.2K +581 +4%
CCWA
375
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$645K +$617K +15,455 New
13 14
15
16 17