FINANCIAL CONSULATE, INC DUHP Holdings History
FINANCIAL CONSULATE, INC's Dimensional US High Profitability ETF Holding Summary
As of 2025-03-31, FINANCIAL CONSULATE, INC held 894,617.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $29.65 Mil. This investment constitutes 7.5% of their stock portfolio, and FINANCIAL CONSULATE, INC now holds 0.39% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2023Q2. And since then FINANCIAL CONSULATE, INC has made 5 purchases of DUHP, at an average price of $25.35, for a total of 1.03 Mil shares. In addition, there have been 3 sales at an average price of $33.70 for 135,346.00 shares. Based on historical transaction data and DUHP's current price of $36.20, FINANCIAL CONSULATE, INC's estimated gain on his DUHP holdings is $10.84 Mil, reflecting a 41.50% gain to date.
FINANCIAL CONSULATE, INC DUHP ($36.20) Holding Chart
FINANCIAL CONSULATE, INC DUHP ($36.20) 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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