Aprio Wealth Management, LLC DUHP Holdings History
Aprio Wealth Management, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-03-31, Aprio Wealth Management, LLC held 2.41 Mil shares of Dimensional US High Profitability ETF(DUHP), totaling $79.74 Mil. This investment constitutes 9.99% of their stock portfolio, and Aprio Wealth Management, LLC now holds 1.02% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2022Q2. And since then Aprio Wealth Management, LLC has made 9 purchases of DUHP, at an average price of $26.40, for a total of 2.80 Mil shares. In addition, there have been 3 sales at an average price of $32.40 for 389,399.00 shares. Based on historical transaction data and DUHP's current price of $36.16, Aprio Wealth Management, LLC's estimated gain on his DUHP holdings is $25.83 Mil, reflecting a 35.00% gain to date.
Aprio Wealth Management, LLC DUHP ($36.16) Holding Chart
Aprio Wealth Management, LLC DUHP ($36.16) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
