Forum Financial Management, LP DUHP Holdings History
Forum Financial Management, LP's Dimensional US High Profitability ETF Holding Summary
As of 2025-03-31, Forum Financial Management, LP held 6.94 Mil shares of Dimensional US High Profitability ETF(DUHP), totaling $229.91 Mil. This investment constitutes 3.81% of their stock portfolio, and Forum Financial Management, LP now holds 2.95% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2022Q2. And since then Forum Financial Management, LP has made 10 purchases of DUHP, at an average price of $25.16, for a total of 7.45 Mil shares. In addition, there have been 2 sales at an average price of $30.83 for 516,094.00 shares. Based on historical transaction data and DUHP's current price of $36.20, Forum Financial Management, LP's estimated gain on his DUHP holdings is $79.53 Mil, reflecting a 42.41% gain to date.
Forum Financial Management, LP DUHP ($36.20) Holding Chart
Forum Financial Management, LP 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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