Number of Shares
70,307.00
Current Holdings Value*
$2.50 Mil
% of Portfolio
2.28%
Total Estimate Gain
$322,377.19
% of Total Estimate Gain
14.52%

Boyce & Associates Wealth Consulting, Inc.'s Dimensional US High Profitability ETF Holding Summary

As of 2025-06-30, Boyce & Associates Wealth Consulting, Inc. held 70,307.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $2.50 Mil. This investment constitutes 2.28% of their stock portfolio, and Boyce & Associates Wealth Consulting, Inc. now holds 0.03% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2024Q1. And since then Boyce & Associates Wealth Consulting, Inc. has made 6 purchases of DUHP, at an average price of $31.58, for a total of 70,307.00 shares. Based on historical transaction data and DUHP's current price of $36.17, Boyce & Associates Wealth Consulting, Inc.'s estimated gain on his DUHP holdings is $322,377.19, reflecting a 14.52% gain to date.

Boyce & Associates Wealth Consulting, Inc. DUHP ($36.17) Holding Chart

Boyce & Associates Wealth Consulting, Inc. 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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