Adero Partners, LLC DUHP Holdings History

Number of Shares
7.05 Mil
Current Holdings Value*
$233.59 Mil
% of Portfolio
15.28%
Total Estimate Gain
$75.55 Mil
% of Total Estimate Gain
37.74%

Adero Partners, LLC's Dimensional US High Profitability ETF Holding Summary

As of 2025-03-31, Adero Partners, LLC held 7.05 Mil shares of Dimensional US High Profitability ETF(DUHP), totaling $233.59 Mil. This investment constitutes 15.28% of their stock portfolio, and Adero Partners, LLC now holds 3.07% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2022Q1. And since then Adero Partners, LLC has made 9 purchases of DUHP, at an average price of $25.62, for a total of 7.81 Mil shares. In addition, there have been 4 sales at an average price of $24.33 for 765,429.00 shares. Based on historical transaction data and DUHP's current price of $36.48, Adero Partners, LLC's estimated gain on his DUHP holdings is $75.55 Mil, reflecting a 37.74% gain to date.

Adero Partners, LLC DUHP ($36.48) Holding Chart

Adero Partners, LLC DUHP ($36.48) 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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