Crown Wealth Group, LLC DUHP Holdings History
Crown Wealth Group, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-03-31, Crown Wealth Group, LLC held 165,788.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $5.49 Mil. This investment constitutes 2.85% of their stock portfolio, and Crown Wealth Group, LLC now holds 0.07% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2022Q1. And since then Crown Wealth Group, LLC has made 6 purchases of DUHP, at an average price of $24.55, for a total of 613,721.00 shares. In addition, there have been 7 sales at an average price of $26.97 for 447,933.00 shares. Based on historical transaction data and DUHP's current price of $35.76, Crown Wealth Group, LLC's estimated gain on his DUHP holdings is $2.94 Mil, reflecting a 19.55% gain to date.
Crown Wealth Group, LLC DUHP ($35.76) Holding Chart
Crown Wealth Group, LLC DUHP ($35.76) 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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