Merriman Wealth Management, LLC DUHP Holdings History
Merriman Wealth Management, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2024-12-31, Merriman Wealth Management, LLC held 8.15 Mil shares of Dimensional US High Profitability ETF(DUHP), totaling $275.38 Mil. This investment constitutes 11.46% of their stock portfolio, and Merriman Wealth Management, LLC now holds 3.71% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2022Q1. And since then Merriman Wealth Management, LLC has made 11 purchases of DUHP, at an average price of $24.79, for a total of 8.34 Mil shares. In addition, there have been 1 sales at an average price of $34.61 for 191,898.00 shares. Based on historical transaction data and DUHP's current price of $36.45, Merriman Wealth Management, LLC's estimated gain on his DUHP holdings is $96.94 Mil, reflecting a 46.88% gain to date.
Merriman Wealth Management, LLC DUHP ($36.45) Holding Chart
Merriman Wealth Management, LLC DUHP ($36.45) 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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