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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
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 $67.6B AUM 18.3% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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: Q1 2026 in Review

Silver Oak Wealth Advisors Services increased its Dimensional US High Profitability ETF (DUHP) stake by 0.86% in Q1 2026, buying an estimated $93.8K and bringing the position to 286,353 shares worth $10.5M. The position accounts for 6.84% of the portfolio, ranked #4.

Silver Oak Wealth Advisors Services first reported a position in DUHP in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.1M in Q3 2025. 536 funds tracked by Wall St. Rank hold DUHP as of Q1 2026.

  • Silver Oak Wealth Advisors Services held 286,353 shares of Dimensional US High Profitability ETF worth $10.5M as of Q1 2026.
  • Silver Oak Wealth Advisors Services bought 2,445 Dimensional US High Profitability ETF shares in Q1 2026, an estimated $93.8K.
  • Dimensional US High Profitability ETF made up 6.84% of Silver Oak Wealth Advisors Services's portfolio in Q1 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 6 quarters since.
  • Silver Oak Wealth Advisors Services's Dimensional US High Profitability ETF position peaked at $11.1M in Q3 2025.
  • 536 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q1 2026.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q1 2026, filed 29 Apr 2026.