PHILLIPS FINANCIAL MANAGEMENT, LLC DUHP Holdings History
PHILLIPS FINANCIAL MANAGEMENT, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-03-31, PHILLIPS FINANCIAL MANAGEMENT, LLC held 985,640.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $32.66 Mil. This investment constitutes 2.52% of their stock portfolio, and PHILLIPS FINANCIAL MANAGEMENT, LLC now holds 0.42% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2023Q1. And since then PHILLIPS FINANCIAL MANAGEMENT, LLC has made 9 purchases of DUHP, at an average price of $31.61, for a total of 985,640.00 shares. Based on historical transaction data and DUHP's current price of $35.29, PHILLIPS FINANCIAL MANAGEMENT, LLC's estimated gain on his DUHP holdings is $3.62 Mil, reflecting a 11.62% gain to date.
PHILLIPS FINANCIAL MANAGEMENT, LLC DUHP ($35.29) Holding Chart
PHILLIPS FINANCIAL MANAGEMENT, LLC DUHP ($35.29) 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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