Forvis Mazars Wealth Advisors, LLC DUHP Holdings History
Forvis Mazars Wealth Advisors, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-03-31, Forvis Mazars Wealth Advisors, LLC held 1.36 Mil shares of Dimensional US High Profitability ETF(DUHP), totaling $45.01 Mil. This investment constitutes 1.08% of their stock portfolio, and Forvis Mazars Wealth Advisors, LLC now holds 0.58% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2022Q2. And since then Forvis Mazars Wealth Advisors, LLC has made 9 purchases of DUHP, at an average price of $24.72, for a total of 1.92 Mil shares. In addition, there have been 3 sales at an average price of $34.14 for 558,113.00 shares. Based on historical transaction data and DUHP's current price of $36.20, Forvis Mazars Wealth Advisors, LLC's estimated gain on his DUHP holdings is $20.85 Mil, reflecting a 44.01% gain to date.
Forvis Mazars Wealth Advisors, LLC DUHP ($36.20) Holding Chart
Forvis Mazars Wealth Advisors, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
