Envision Financial Planning, LLC DUHP Holdings History
Envision Financial Planning, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-03-31, Envision Financial Planning, LLC held 408,923.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $13.55 Mil. This investment constitutes 6.91% of their stock portfolio, and Envision Financial Planning, LLC now holds 0.17% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2023Q3. And since then Envision Financial Planning, LLC has made 5 purchases of DUHP, at an average price of $30.92, for a total of 410,813.00 shares. In addition, there have been 1 sales at an average price of $34.36 for 1,890.00 shares. Based on historical transaction data and DUHP's current price of $35.76, Envision Financial Planning, LLC's estimated gain on his DUHP holdings is $1.99 Mil, reflecting a 15.64% gain to date.
Envision Financial Planning, LLC DUHP ($35.76) Holding Chart
Envision Financial Planning, 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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