BetterWealth, LLC DUHP Holdings History

Number of Shares
146,898.00
Current Holdings Value*
$5.22 Mil
% of Portfolio
1.34%
Total Estimate Gain
$8.10 Mil
% of Total Estimate Gain
41.30%

BetterWealth, LLC's Dimensional US High Profitability ETF Holding Summary

As of 2025-06-30, BetterWealth, LLC held 146,898.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $5.22 Mil. This investment constitutes 1.34% of their stock portfolio, and BetterWealth, LLC now holds 0.06% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2022Q2. And since then BetterWealth, LLC has made 6 purchases of DUHP, at an average price of $24.42, for a total of 803,154.00 shares. In addition, there have been 7 sales at an average price of $34.22 for 656,256.00 shares. Based on historical transaction data and DUHP's current price of $35.76, BetterWealth, LLC's estimated gain on his DUHP holdings is $8.10 Mil, reflecting a 41.30% gain to date.

BetterWealth, LLC DUHP ($35.76) Holding Chart

BetterWealth, LLC DUHP ($35.76) 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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