Osaic Holdings
DUHP icon

Osaic Holdings’s Dimensional US High Profitability ETF DUHP Stock Holding History

Osaic Holdings’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 		$20.3M Buy
485,589
+54,650
+13% +$2.18M 0.02% 660
2026
Q1 		$15.8M Sell
430,939
-147,763
-26% -$5.67M 0.02% 670
2025
Q4 		$22M Buy
578,702
+106,509
+23% +$4.03M 0.03% 537
2025
Q3 		$17.7M Buy
472,193
+119,813
+34% +$4.39M 0.02% 681
2025
Q2 		$12.5M Sell
352,380
-88,680
-20% -$2.96M 0.02% 705
2025
Q1 		$14.6M Buy
441,060
+181,983
+70% +$6.25M 0.03% 531
2024
Q4 		$8.75M Buy
259,077
+9,921
+4% +$343K 0.02% 743
2024
Q3 		$8.49M Buy
249,156
+22,725
+10% +$744K 0.02% 751
2024
Q2 		$7.24M Buy
226,431
+93,910
+71% +$2.92M 0.02% 800
2024
Q1 		$4.19M Buy
132,521
+25,922
+24% +$777K 0.01% 1155
2023
Q4 		$3.05M Sell
106,599
-346,165
-76% -$9.26M 0.01% 1530
2023
Q3 		$11.6M Sell
452,764
-62,241
-12% -$1.66M 0.02% 792
2023
Q2 		$13.7M Sell
515,005
-304,049
-37% -$7.67M 0.02% 617
2023
Q1 		$20.6M Buy
819,054
+353,910
+76% +$8.75M 0.04% 444
2022
Q4 		$11.2M Buy
465,144
+416,594
+858% +$9.88M 0.02% 683
2022
Q3 		$1.04M Buy
48,550
+22,328
+85% +$528K ﹤0.01% 2191
2022
Q2 		$590K Buy
+26,222
New +$639K ﹤0.01% 2765

Other funds holding DUHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AC
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
AF
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
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

Osaic Holdings's DUHP Position: Q2 2026 in Review

Osaic Holdings increased its Dimensional US High Profitability ETF (DUHP) stake by 13% in Q2 2026, buying an estimated $2.18M and bringing the position to 485,589 shares worth $20.3M. The position accounts for 0.02% of the portfolio, ranked #660.

Osaic Holdings first reported a position in DUHP in Q2 2022 and has held it in 17 quarters since. The position peaked at $22M in Q4 2025. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Osaic Holdings held 485,589 shares of Dimensional US High Profitability ETF worth $20.3M as of Q2 2026.
  • Osaic Holdings bought 54,650 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $2.18M.
  • Dimensional US High Profitability ETF made up 0.02% of Osaic Holdings's portfolio in Q2 2026, its #660 holding.
  • Osaic Holdings first reported a position in Dimensional US High Profitability ETF in Q2 2022 and has held it in 17 quarters since.
  • Osaic Holdings's Dimensional US High Profitability ETF position peaked at $22M in Q4 2025.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.