Lutz Financial Services LLC Boosts Holdings in Dimensional US High Profitability ETF $DUHP

Lutz Financial Services LLC lifted its stake in Dimensional US High Profitability ETF (NYSEARCA:DUHP) by 9.3% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 562,375 shares of the company’s stock after buying an additional 48,026 shares during the period. Dimensional US High Profitability ETF makes up 1.5% of Lutz Financial Services LLC’s investment portfolio, making the stock its 18th largest holding. Lutz Financial Services LLC owned about 0.20% of Dimensional US High Profitability ETF worth $21,387,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of the stock. Navigoe LLC grew its position in shares of Dimensional US High Profitability ETF by 2.4% in the 4th quarter. Navigoe LLC now owns 11,680 shares of the company’s stock valued at $444,000 after buying an additional 269 shares during the last quarter. LRI Investments LLC grew its stake in Dimensional US High Profitability ETF by 2.7% during the 3rd quarter. LRI Investments LLC now owns 11,650 shares of the company’s stock worth $440,000 after buying an additional 308 shares during the last quarter. Geneos Wealth Management Inc. grew its stake in Dimensional US High Profitability ETF by 5.2% during the 2nd quarter. Geneos Wealth Management Inc. now owns 7,278 shares of the company’s stock worth $259,000 after buying an additional 361 shares during the last quarter. Tcfg Wealth Management LLC grew its stake in Dimensional US High Profitability ETF by 1.4% during the 3rd quarter. Tcfg Wealth Management LLC now owns 27,415 shares of the company’s stock worth $1,035,000 after buying an additional 381 shares during the last quarter. Finally, Cary Street Partners Financial LLC grew its stake in Dimensional US High Profitability ETF by 2.8% during the 3rd quarter. Cary Street Partners Financial LLC now owns 14,809 shares of the company’s stock worth $559,000 after buying an additional 401 shares during the last quarter.

Dimensional US High Profitability ETF Stock Down 0.1%

NYSEARCA:DUHP opened at $39.81 on Tuesday. The stock’s 50 day moving average price is $38.29 and its 200 day moving average price is $38.31. The company has a market capitalization of $11.52 billion, a PE ratio of 24.91 and a beta of 0.94. Dimensional US High Profitability ETF has a 52-week low of $33.45 and a 52-week high of $40.31.

Dimensional US High Profitability ETF Company Profile

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.