HMV Wealth Advisors, LLC DUHP Holdings History
HMV Wealth Advisors, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-06-30, HMV Wealth Advisors, LLC held 24,055.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $855,400.00. This investment constitutes 0.56% of their stock portfolio, and HMV Wealth Advisors, LLC now holds 0.01% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2024Q4. And since then HMV Wealth Advisors, LLC has made 1 purchases of DUHP, at an average price of $34.42, for a total of 100,515.00 shares. In addition, there have been 1 sales at an average price of $33.38 for 76,460.00 shares. Based on historical transaction data and DUHP's current price of $36.56, HMV Wealth Advisors, LLC's estimated gain on his DUHP holdings is $-27,684.80, reflecting a -0.80% gain to date.
HMV Wealth Advisors, LLC DUHP ($36.56) Holding Chart
HMV Wealth Advisors, LLC DUHP ($36.56) 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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