Apella Capital, LLC DUHP Holdings History
Number of Shares
1.90 Mil
Current Holdings Value*
$68.38 Mil
% of Portfolio
1.85%
Total Estimate Gain
$4.50 Mil
% of Total Estimate Gain
6.94%
Apella Capital, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-06-30, Apella Capital, LLC held 1.90 Mil shares of Dimensional US High Profitability ETF(DUHP), totaling $68.38 Mil. This investment constitutes 1.85% of their stock portfolio, and Apella Capital, LLC now holds 0.78% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2024Q2. And since then Apella Capital, LLC has made 4 purchases of DUHP, at an average price of $34.08, for a total of 1.90 Mil shares. Based on historical transaction data and DUHP's current price of $36.45, Apella Capital, LLC's estimated gain on his DUHP holdings is $4.50 Mil, reflecting a 6.94% gain to date.
Apella Capital, LLC DUHP ($36.45) Holding Chart
Apella Capital, LLC DUHP ($36.45) 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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