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Five Oceans Advisors’s Dimensional US High Profitability ETF DUHP Stock Holding History

Five Oceans Advisors’s Portfolio DUHP Stock Details DUHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-16,445
Closed -$413K – 162
2023
Q1 		$413K Buy
16,445
+1,602
+11% +$39.6K 0.27% 83
2022
Q4 		$356K Buy
14,843
+206
+1% +$4.88K 0.25% 89
2022
Q3 		$312K Buy
14,637
+26
+0.2% +$615 0.25% 87
2022
Q2 		$329K Buy
+14,611
New +$356K 0.25% 81

Other funds holding DUHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return
FMWA
Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

Five Oceans Advisors's DUHP Position: Q2 2023 in Review

Five Oceans Advisors sold out of Dimensional US High Profitability ETF (DUHP) in Q2 2023, closing a stake of 16,445 shares — an estimated $413K sold.

Five Oceans Advisors first reported a position in DUHP in Q2 2022 and held it in 4 quarters. The position peaked at $413K in Q1 2023. 183 funds tracked by Wall St. Rank hold DUHP as of Q2 2023.

  • Five Oceans Advisors reported no remaining Dimensional US High Profitability ETF position as of Q2 2023 after selling out during the quarter.
  • Five Oceans Advisors sold 16,445 Dimensional US High Profitability ETF shares in Q2 2023, an estimated $413K.
  • Five Oceans Advisors first reported a position in Dimensional US High Profitability ETF in Q2 2022 and held it in 4 quarters.
  • Five Oceans Advisors's Dimensional US High Profitability ETF position peaked at $413K in Q1 2023.
  • 183 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2023.

Based on Five Oceans Advisors's 13F filing for Q2 2023, filed 14 Jul 2023.