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Great Oak Capital Partners’s Dimensional US High Profitability ETF DUHP Stock Holding History

Great Oak Capital Partners’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
2026
Q2 		$44.5M Buy
1,070,846
+22,195
+2% +$885K 9.62% 2
2026
Q1 		$39.8M Buy
1,048,651
+38,770
+4% +$1.49M 9.25% 3
2025
Q4 		$38.4M Buy
1,009,881
+13,675
+1% +$518K 9.64% 2
2025
Q3 		$37.9M Buy
996,206
+32,861
+3% +$1.2M 9.96% 2
2025
Q2 		$34.7M Buy
963,345
+43,732
+5% +$1.46M 9.94% 2
2025
Q1 		$30.9M Hold
919,613
– – 10.34% 2
2024
Q4 		$30.9M Buy
919,613
+12,349
+1% +$427K 10.34% 2
2024
Q3 		$30.9M Buy
907,264
+36,579
+4% +$1.2M 10.68% 2
2024
Q2 		$27.7M Buy
870,685
+203,218
+30% +$6.32M 10.4% 2
2024
Q1 		$21.1M Buy
667,467
+175,487
+36% +$5.26M 9.37% 3
2023
Q4 		$14.1M Buy
+491,980
New +$13.2M 7.51% 5

Other funds holding DUHP

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
FB
Fulton Bank Lancaster, Pennsylvania $3.27B AUM 17.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Great Oak Capital Partners's DUHP Position: Q2 2026 in Review

Great Oak Capital Partners increased its Dimensional US High Profitability ETF (DUHP) stake by 2.1% in Q2 2026, buying an estimated $885K and bringing the position to 1,070,846 shares worth $44.5M. The position accounts for 9.62% of the portfolio, ranked #2.

Great Oak Capital Partners first reported a position in DUHP in Q4 2023 and has held it in 11 quarters since. 106 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Great Oak Capital Partners held 1,070,846 shares of Dimensional US High Profitability ETF worth $44.5M as of Q2 2026.
  • Great Oak Capital Partners bought 22,195 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $885K.
  • Dimensional US High Profitability ETF made up 9.62% of Great Oak Capital Partners's portfolio in Q2 2026, its #2 holding.
  • Great Oak Capital Partners first reported a position in Dimensional US High Profitability ETF in Q4 2023 and has held it in 11 quarters since.
  • 106 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Great Oak Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.