Live Oak Private Wealth’s Dimensional US High Profitability ETF DUHP Stock Holding History

Live Oak Private Wealth’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	$4.31M	Buy	+103,223	New	+$4.12M	0.54%	61

Other funds holding DUHP

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Live Oak Private Wealth's DUHP Position: Q2 2026 in Review

Live Oak Private Wealth opened a new position in Dimensional US High Profitability ETF (DUHP) in Q2 2026: 103,223 shares worth $4.31M. The stake represents 0.54% of the portfolio and ranks #61 among its holdings.

558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

Live Oak Private Wealth held 103,223 shares of Dimensional US High Profitability ETF worth $4.31M as of Q2 2026.
Dimensional US High Profitability ETF was a new Live Oak Private Wealth position in Q2 2026.
Dimensional US High Profitability ETF made up 0.54% of Live Oak Private Wealth's portfolio in Q2 2026, its #61 holding.
558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.