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Waycross Investment Management’s Dimensional US High Profitability ETF DUHP Stock Holding History

Waycross Investment Management’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 		$7.28M Sell
174,485
-5,995
-3% -$239K 5.54% 4
2026
Q1 		$6.63M Sell
180,480
-11,127
-6% -$427K 6.34% 3
2025
Q4 		$7.29M Sell
191,607
-187
-0.1% -$7.08K 6.41% 4
2025
Q3 		$7.24M Sell
191,794
-8,587
-4% -$315K 7.39% 4
2025
Q2 		$7.13M Buy
200,381
+105
+0.1% +$3.51K 7.41% 4
2025
Q1 		$6.64M Sell
200,276
-4,061
-2% -$140K 7.48% 3
2024
Q4 		$6.9M Sell
204,337
-44,233
-18% -$1.53M 7.27% 3
2024
Q3 		$8.47M Buy
248,570
+11,937
+5% +$391K 7.8% 3
2024
Q2 		$7.57M Buy
236,633
+4,986
+2% +$155K 7.31% 4
2024
Q1 		$7.32M Buy
231,647
+32,374
+16% +$971K 6.82% 4
2023
Q4 		$5.7M Buy
199,273
+161
+0.1% +$4.31K 6.27% 4
2023
Q3 		$5.12M Sell
199,112
-125
-0.1% -$3.34K 5.89% 3
2023
Q2 		$5.29M Sell
199,237
-2,864
-1% -$72.3K 5.52% 3
2023
Q1 		$5.08M Sell
202,101
-1,188
-0.6% -$29.4K 5.08% 5
2022
Q4 		$4.88M Buy
+203,289
New +$4.82M 4.93% 5

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

Waycross Investment Management's DUHP Position: Q2 2026 in Review

Waycross Investment Management reduced its Dimensional US High Profitability ETF (DUHP) stake by 3.3% in Q2 2026, selling an estimated $239K and leaving 174,485 shares worth $7.28M. The position accounts for 5.54% of the portfolio, ranked #4.

Waycross Investment Management first reported a position in DUHP in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.47M in Q3 2024. 558 funds tracked by Wall St. Rank hold DUHP as of Q2 2026.

  • Waycross Investment Management held 174,485 shares of Dimensional US High Profitability ETF worth $7.28M as of Q2 2026.
  • Waycross Investment Management sold 5,995 Dimensional US High Profitability ETF shares in Q2 2026, an estimated $239K.
  • Dimensional US High Profitability ETF made up 5.54% of Waycross Investment Management's portfolio in Q2 2026, its #4 holding.
  • Waycross Investment Management first reported a position in Dimensional US High Profitability ETF in Q4 2022 and has held it in 15 quarters since.
  • Waycross Investment Management's Dimensional US High Profitability ETF position peaked at $8.47M in Q3 2024.
  • 558 funds tracked by Wall St. Rank held Dimensional US High Profitability ETF as of Q2 2026.

Based on Waycross Investment Management's 13F filing for Q2 2026, filed 14 Jul 2026.