Number of Shares
1.23 Mil
Current Holdings Value*
$43.85 Mil
% of Portfolio
5.21%
Total Estimate Gain
$12.11 Mil
% of Total Estimate Gain
33.69%

DiNuzzo Private Wealth, Inc.'s Dimensional US High Profitability ETF Holding Summary

As of 2025-06-30, DiNuzzo Private Wealth, Inc. held 1.23 Mil shares of Dimensional US High Profitability ETF(DUHP), totaling $43.85 Mil. This investment constitutes 5.21% of their stock portfolio, and DiNuzzo Private Wealth, Inc. now holds 0.51% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2023Q4. And since then DiNuzzo Private Wealth, Inc. has made 2 purchases of DUHP, at an average price of $26.81, for a total of 1.34 Mil shares. In addition, there have been 4 sales at an average price of $33.17 for 107,447.00 shares. Based on historical transaction data and DUHP's current price of $36.07, DiNuzzo Private Wealth, Inc.'s estimated gain on his DUHP holdings is $12.11 Mil, reflecting a 33.69% gain to date.

DiNuzzo Private Wealth, Inc. DUHP ($36.07) Holding Chart

DiNuzzo Private Wealth, Inc. DUHP ($36.07) 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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