Beaird Harris Wealth Management, LLC DUHP Holdings History
Beaird Harris Wealth Management, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-03-31, Beaird Harris Wealth Management, LLC held 1.48 Mil shares of Dimensional US High Profitability ETF(DUHP), totaling $49.20 Mil. This investment constitutes 4.18% of their stock portfolio, and Beaird Harris Wealth Management, LLC now holds 0.63% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2024Q2. And since then Beaird Harris Wealth Management, LLC has made 4 purchases of DUHP, at an average price of $31.83, for a total of 1.48 Mil shares. Based on historical transaction data and DUHP's current price of $36.17, Beaird Harris Wealth Management, LLC's estimated gain on his DUHP holdings is $6.45 Mil, reflecting a 13.64% gain to date.
Beaird Harris Wealth Management, LLC DUHP ($36.17) Holding Chart
Beaird Harris Wealth Management, 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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