Number of Shares
305,423.00
Current Holdings Value*
$10.12 Mil
% of Portfolio
2.11%
Total Estimate Gain
$933,053.10
% of Total Estimate Gain
9.22%

Austin Asset Management Co Inc's Dimensional US High Profitability ETF Holding Summary

As of 2025-03-31, Austin Asset Management Co Inc held 305,423.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $10.12 Mil. This investment constitutes 2.11% of their stock portfolio, and Austin Asset Management Co Inc now holds 0.13% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2024Q2. And since then Austin Asset Management Co Inc has made 4 purchases of DUHP, at an average price of $33.15, for a total of 305,423.00 shares. Based on historical transaction data and DUHP's current price of $36.20, Austin Asset Management Co Inc's estimated gain on his DUHP holdings is $933,053.10, reflecting a 9.22% gain to date.

Austin Asset Management Co Inc DUHP ($36.20) Holding Chart

Austin Asset Management Co Inc DUHP ($36.20) 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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