Number of Shares
824,568.00
Current Holdings Value*
$29.32 Mil
% of Portfolio
10.65%
Total Estimate Gain
$6.34 Mil
% of Total Estimate Gain
27.20%

Meredith Wealth Planning's Dimensional US High Profitability ETF Holding Summary

As of 2025-06-30, Meredith Wealth Planning held 824,568.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $29.32 Mil. This investment constitutes 10.65% of their stock portfolio, and Meredith Wealth Planning now holds 0.34% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2022Q4. And since then Meredith Wealth Planning has made 11 purchases of DUHP, at an average price of $28.25, for a total of 824,568.00 shares. Based on historical transaction data and DUHP's current price of $35.93, Meredith Wealth Planning's estimated gain on his DUHP holdings is $6.34 Mil, reflecting a 27.20% gain to date.

Meredith Wealth Planning DUHP ($35.93) Holding Chart

Meredith Wealth Planning DUHP ($35.93) 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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