Cherry Tree Wealth Management, LLC DUHP Holdings History
Cherry Tree Wealth Management, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-03-31, Cherry Tree Wealth Management, LLC held 70,536.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $2.34 Mil. This investment constitutes 0.56% of their stock portfolio, and Cherry Tree Wealth Management, LLC now holds 0.03% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2024Q3. And since then Cherry Tree Wealth Management, LLC has made 3 purchases of DUHP, at an average price of $33.47, for a total of 70,536.00 shares. Based on historical transaction data and DUHP's current price of $36.17, Cherry Tree Wealth Management, LLC's estimated gain on his DUHP holdings is $190,133.39, reflecting a 8.05% gain to date.
Cherry Tree Wealth Management, LLC DUHP ($36.17) Holding Chart
Cherry Tree 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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