Number of Shares
175,152.00
Current Holdings Value*
$5.80 Mil
% of Portfolio
0.89%
Total Estimate Gain
$757,733.89
% of Total Estimate Gain
13.42%

CVA Family Office, LLC's Dimensional US High Profitability ETF Holding Summary

As of 2025-03-31, CVA Family Office, LLC held 175,152.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $5.80 Mil. This investment constitutes 0.89% of their stock portfolio, and CVA Family Office, LLC now holds 0.08% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2023Q2. And since then CVA Family Office, LLC has made 7 purchases of DUHP, at an average price of $32.23, for a total of 175,177.00 shares. In addition, there have been 1 sales at an average price of $26.73 for 25.00 shares. Based on historical transaction data and DUHP's current price of $36.56, CVA Family Office, LLC's estimated gain on his DUHP holdings is $757,733.89, reflecting a 13.42% gain to date.

CVA Family Office, LLC DUHP ($36.56) Holding Chart

CVA Family Office, LLC DUHP ($36.56) 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 %

Top Ranked Articles

  • 1