Sax Wealth Advisors LLC Has $23.61 Million Position in Dimensional US High Profitability ETF $DUHP

Sax Wealth Advisors LLC lowered its stake in Dimensional US High Profitability ETF (NYSEARCA:DUHP) by 3.4% during the first quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 712,489 shares of the company’s stock after selling 25,045 shares during the quarter. Dimensional US High Profitability ETF comprises approximately 1.7% of Sax Wealth Advisors LLC’s holdings, making the stock its 13th largest holding. Sax Wealth Advisors LLC owned 0.31% of Dimensional US High Profitability ETF worth $23,612,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in DUHP. Liberty Wealth Management LLC lifted its stake in shares of Dimensional US High Profitability ETF by 202.6% in the 1st quarter. Liberty Wealth Management LLC now owns 2,367,020 shares of the company’s stock valued at $78,443,000 after purchasing an additional 1,584,761 shares during the period. Apella Capital LLC grew its holdings in shares of Dimensional US High Profitability ETF by 168.6% in the 1st quarter. Apella Capital LLC now owns 1,429,319 shares of the company’s stock valued at $45,510,000 after buying an additional 897,140 shares during the period. Pure Financial Advisors LLC grew its holdings in shares of Dimensional US High Profitability ETF by 12.2% in the 1st quarter. Pure Financial Advisors LLC now owns 6,129,103 shares of the company’s stock valued at $203,118,000 after buying an additional 667,261 shares during the period. Retirement Solution LLC increased its position in shares of Dimensional US High Profitability ETF by 89.5% in the 1st quarter. Retirement Solution LLC now owns 1,278,843 shares of the company’s stock valued at $42,381,000 after buying an additional 603,882 shares in the last quarter. Finally, AlTi Global Inc. increased its position in shares of Dimensional US High Profitability ETF by 78.1% in the 4th quarter. AlTi Global Inc. now owns 1,248,100 shares of the company’s stock valued at $42,564,000 after buying an additional 547,350 shares in the last quarter.

Dimensional US High Profitability ETF Stock Up 1.3%

DUHP opened at $37.01 on Friday. Dimensional US High Profitability ETF has a 12 month low of $28.68 and a 12 month high of $37.11. The company has a fifty day simple moving average of $36.00 and a 200 day simple moving average of $34.39. The stock has a market cap of $9.18 billion, a P/E ratio of 24.91 and a beta of 0.98.

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.