Number of Shares
126,983.00
Current Holdings Value*
$4.21 Mil
% of Portfolio
3.1%
Total Estimate Gain
$4.09 Mil
% of Total Estimate Gain
28.34%

FISCHER INVESTMENT STRATEGIES, LLC's Dimensional US High Profitability ETF Holding Summary

As of 2025-03-31, FISCHER INVESTMENT STRATEGIES, LLC held 126,983.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $4.21 Mil. This investment constitutes 3.1% of their stock portfolio, and FISCHER INVESTMENT STRATEGIES, LLC now holds 0.05% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2023Q2. And since then FISCHER INVESTMENT STRATEGIES, LLC has made 2 purchases of DUHP, at an average price of $26.88, for a total of 537,358.00 shares. In addition, there have been 5 sales at an average price of $33.98 for 410,375.00 shares. Based on historical transaction data and DUHP's current price of $36.16, FISCHER INVESTMENT STRATEGIES, LLC's estimated gain on his DUHP holdings is $4.09 Mil, reflecting a 28.34% gain to date.

FISCHER INVESTMENT STRATEGIES, LLC DUHP ($36.16) Holding Chart

FISCHER INVESTMENT STRATEGIES, LLC DUHP ($36.16) 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 %

Top Ranked Articles

  • 1