Empirical Financial Services, LLC D.b.a. Empirical Wealth Management DUHP Holdings History
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's Dimensional US High Profitability ETF Holding Summary
As of 2025-06-30, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 708,946.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $25.21 Mil. This investment constitutes 0.57% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 0.29% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2025Q1. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 2 purchases of DUHP, at an average price of $33.48, for a total of 708,946.00 shares. Based on historical transaction data and DUHP's current price of $36.48, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his DUHP holdings is $2.12 Mil, reflecting a 8.94% gain to date.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management DUHP ($36.48) Holding Chart
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management DUHP ($36.48) 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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