Number of Shares
363,744.00
Current Holdings Value*
$12.93 Mil
% of Portfolio
4.02%
Total Estimate Gain
$2.96 Mil
% of Total Estimate Gain
28.72%

Level Financial Advisors's Dimensional US High Profitability ETF Holding Summary

As of 2025-06-30, Level Financial Advisors held 363,744.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $12.93 Mil. This investment constitutes 4.02% of their stock portfolio, and Level Financial Advisors now holds 0.15% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2022Q2. And since then Level Financial Advisors has made 13 purchases of DUHP, at an average price of $28.36, for a total of 363,744.00 shares. Based on historical transaction data and DUHP's current price of $36.51, Level Financial Advisors's estimated gain on his DUHP holdings is $2.96 Mil, reflecting a 28.72% gain to date.

Level Financial Advisors DUHP ($36.51) Holding Chart

Level Financial Advisors DUHP ($36.51) 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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