Kaufman Rossin Wealth, LLC DUHP Holdings History
Number of Shares
200,363.00
Current Holdings Value*
$7.12 Mil
% of Portfolio
4.51%
Total Estimate Gain
$333,841.21
% of Total Estimate Gain
4.83%
Kaufman Rossin Wealth, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-06-30, Kaufman Rossin Wealth, LLC held 200,363.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $7.12 Mil. This investment constitutes 4.51% of their stock portfolio, and Kaufman Rossin Wealth, LLC now holds 0.08% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2024Q4. And since then Kaufman Rossin Wealth, LLC has made 2 purchases of DUHP, at an average price of $34.49, for a total of 200,363.00 shares. Based on historical transaction data and DUHP's current price of $36.16, Kaufman Rossin Wealth, LLC's estimated gain on his DUHP holdings is $333,841.21, reflecting a 4.83% gain to date.
Kaufman Rossin Wealth, LLC DUHP ($36.16) Holding Chart
Kaufman Rossin Wealth, 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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