CPA Asset Management LLC DUHP Holdings History
CPA Asset Management LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-06-30, CPA Asset Management LLC held 430,430.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $15.31 Mil. This investment constitutes 6.43% of their stock portfolio, and CPA Asset Management LLC now holds 0.18% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2022Q4. And since then CPA Asset Management LLC has made 9 purchases of DUHP, at an average price of $25.44, for a total of 435,354.00 shares. In addition, there have been 1 sales at an average price of $34.61 for 4,924.00 shares. Based on historical transaction data and DUHP's current price of $36.17, CPA Asset Management LLC's estimated gain on his DUHP holdings is $4.66 Mil, reflecting a 42.09% gain to date.
CPA Asset Management LLC DUHP ($36.17) Holding Chart
CPA Asset 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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