HMV Wealth Advisors, LLC DUHP Holdings History
Number of Shares
100,515.00
Current Holdings Value*
$3.33 Mil
% of Portfolio
2.64%
Total Estimate Gain
$175,252.00
% of Total Estimate Gain
5.07%
HMV Wealth Advisors, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-03-31, HMV Wealth Advisors, LLC held 100,515.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $3.33 Mil. This investment constitutes 2.64% of their stock portfolio, and HMV Wealth Advisors, LLC now holds 0.04% 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. Based on historical transaction data and DUHP's current price of $36.16, HMV Wealth Advisors, LLC's estimated gain on his DUHP holdings is $175,252.00, reflecting a 5.07% gain to date.
HMV Wealth Advisors, LLC DUHP ($36.16) Holding Chart
HMV Wealth Advisors, 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 % |
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