Number of Shares
204,358.00
Current Holdings Value*
$7.27 Mil
% of Portfolio
3.82%
Total Estimate Gain
$289,494.29
% of Total Estimate Gain
3.48%

Blue Oak Capital, LLC's Dimensional US High Profitability ETF Holding Summary

As of 2025-06-30, Blue Oak Capital, LLC held 204,358.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $7.27 Mil. This investment constitutes 3.82% of their stock portfolio, and Blue Oak Capital, LLC now holds 0.08% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $33.80 for 35,963.00 shares. Based on historical transaction data and DUHP's current price of $36.17, Blue Oak Capital, LLC's estimated gain on his DUHP holdings is $289,494.29, reflecting a 3.48% gain to date.

Blue Oak Capital, LLC DUHP ($36.17) Holding Chart

Blue Oak Capital, LLC DUHP ($36.17) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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