CogentBlue Wealth Advisors, LLC DUHP Holdings History
CogentBlue Wealth Advisors, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-06-30, CogentBlue Wealth Advisors, LLC held 226,065.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $8.04 Mil. This investment constitutes 6.16% of their stock portfolio, and CogentBlue Wealth Advisors, LLC now holds 0.09% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2024Q4. And since then CogentBlue Wealth Advisors, LLC has made 1 purchases of DUHP, at an average price of $34.61, for a total of 228,314.00 shares. In addition, there have been 1 sales at an average price of $33.38 for 2,249.00 shares. Based on historical transaction data and DUHP's current price of $36.17, CogentBlue Wealth Advisors, LLC's estimated gain on his DUHP holdings is $350,704.88, reflecting a 4.44% gain to date.
CogentBlue Wealth Advisors, LLC DUHP ($36.17) Holding Chart
CogentBlue Wealth Advisors, 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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