Meredith Wealth Planning DUHP Holdings History
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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