Dimensional US High Profitability ETF $DUHP is Heritage Wealth Management Inc. Texas’ 7th Largest Position

Heritage Wealth Management Inc. Texas increased its holdings in shares of Dimensional US High Profitability ETF (NYSEARCA:DUHP) by 4.8% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 314,496 shares of the company’s stock after purchasing an additional 14,446 shares during the quarter. Dimensional US High Profitability ETF accounts for about 5.2% of Heritage Wealth Management Inc. Texas’ investment portfolio, making the stock its 7th largest holding. Heritage Wealth Management Inc. Texas owned approximately 0.12% of Dimensional US High Profitability ETF worth $11,879,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of DUHP. Envestnet Asset Management Inc. increased its position in shares of Dimensional US High Profitability ETF by 4.3% in the second quarter. Envestnet Asset Management Inc. now owns 36,539,311 shares of the company’s stock worth $1,299,338,000 after acquiring an additional 1,507,394 shares in the last quarter. Forum Financial Management LP boosted its position in Dimensional US High Profitability ETF by 5.2% during the 3rd quarter. Forum Financial Management LP now owns 7,544,993 shares of the company’s stock worth $284,974,000 after purchasing an additional 375,593 shares during the period. Pure Financial Advisors LLC increased its holdings in Dimensional US High Profitability ETF by 8.8% in the 3rd quarter. Pure Financial Advisors LLC now owns 6,927,240 shares of the company’s stock valued at $261,642,000 after purchasing an additional 561,873 shares in the last quarter. Corient Private Wealth LLC raised its position in Dimensional US High Profitability ETF by 0.8% in the second quarter. Corient Private Wealth LLC now owns 2,899,446 shares of the company’s stock valued at $103,104,000 after purchasing an additional 24,421 shares during the period. Finally, Foster Group Inc. raised its position in Dimensional US High Profitability ETF by 38.2% in the third quarter. Foster Group Inc. now owns 2,867,063 shares of the company’s stock valued at $108,289,000 after purchasing an additional 791,821 shares during the period.

Dimensional US High Profitability ETF Price Performance

Shares of NYSEARCA DUHP opened at $38.47 on Monday. Dimensional US High Profitability ETF has a 1-year low of $28.68 and a 1-year high of $38.78. The business has a 50-day moving average of $38.06 and a 200-day moving average of $37.47. The company has a market capitalization of $10.59 billion, a price-to-earnings ratio of 24.91 and a beta of 0.97.

About Dimensional US High Profitability ETF

The Dimensional US High Profitability ETF (DUHP) is an exchange-traded fund that mostly invests in large cap equity. The fund invests in a broad and diverse group of large-cap US stocks actively selected based on perceived higher profitability relative to other US large-cap companies. DUHP was launched on Feb 23, 2022 and is managed by Dimensional.