Fortress Wealth Management, Inc. DUHP Holdings History
Fortress Wealth Management, Inc.'s Dimensional US High Profitability ETF Holding Summary
As of 2025-06-30, Fortress Wealth Management, Inc. held 473,634.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $16.84 Mil. This investment constitutes 8.12% of their stock portfolio, and Fortress Wealth Management, Inc. now holds 0.19% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2023Q2. And since then Fortress Wealth Management, Inc. has made 6 purchases of DUHP, at an average price of $28.18, for a total of 631,100.00 shares. In addition, there have been 3 sales at an average price of $34.20 for 157,466.00 shares. Based on historical transaction data and DUHP's current price of $36.17, Fortress Wealth Management, Inc.'s estimated gain on his DUHP holdings is $4.73 Mil, reflecting a 26.63% gain to date.
Fortress Wealth Management, Inc. DUHP ($36.17) Holding Chart
Fortress Wealth Management, Inc. DUHP ($36.17) 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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