Level Financial Advisors DUHP Holdings History
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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