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Silver Oak Wealth Advisors Services’s Dimensional US High Profitability ETF DUHP Stock Holding History

Silver Oak Wealth Advisors Services’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 		$12.2M Buy
292,388
+6,035
+2% +$241K 7.3% 4
2026
Q1 		$10.5M Buy
286,353
+2,445
+0.9% +$93.8K 6.84% 4
2025
Q4 		$10.8M Sell
283,908
-9,454
-3% -$358K 6.96% 4
2025
Q3 		$11.1M Buy
293,362
+7,948
+3% +$291K 7.3% 4
2025
Q2 		$10.1M Buy
285,414
+35,319
+14% +$1.18M 7.31% 4
2025
Q1 		$8.29M Buy
250,095
+29,011
+13% +$997K 7.39% 4
2024
Q4 		$7.47M Buy
+221,084
New +$7.65M 6.46% 6

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

Silver Oak Wealth Advisors Services's DUHP Position: Q2 2026 in Review

Silver Oak Wealth Advisors Services increased its Dimensional US High Profitability ETF (DUHP) stake by 2.1% in Q2 2026, buying an estimated $241K and bringing the position to 292,388 shares worth $12.2M. The position accounts for 7.3% of the portfolio, ranked #4.

Silver Oak Wealth Advisors Services first reported a position in DUHP in Q4 2024 and has held it in 7 quarters since. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Silver Oak Wealth Advisors Services held 292,388 shares of Dimensional US High Profitability ETF worth $12.2M as of Q2 2026.
  • Silver Oak Wealth Advisors Services bought 6,035 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $241K.
  • Dimensional US High Profitability ETF made up 7.3% of Silver Oak Wealth Advisors Services's portfolio in Q2 2026, its #4 holding.
  • Silver Oak Wealth Advisors Services first reported a position in Dimensional US High Profitability ETF in Q4 2024 and has held it in 7 quarters since.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q2 2026, filed 5 Aug 2026.