Number of Shares
24,055.00
Current Holdings Value*
$855,400.00
% of Portfolio
0.56%
Total Estimate Gain
$-27,684.80
% of Total Estimate Gain
-0.80%

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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