Number of Shares
198,828.00
Current Holdings Value*
$7.07 Mil
% of Portfolio
3.46%
Total Estimate Gain
$358,674.06
% of Total Estimate Gain
5.25%

Parkshore Wealth Management, Inc.'s Dimensional US High Profitability ETF Holding Summary

As of 2025-06-30, Parkshore Wealth Management, Inc. held 198,828.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $7.07 Mil. This investment constitutes 3.46% of their stock portfolio, and Parkshore Wealth Management, Inc. now holds 0.08% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2024Q4. And since then Parkshore Wealth Management, Inc. has made 2 purchases of DUHP, at an average price of $34.37, for a total of 198,828.00 shares. Based on historical transaction data and DUHP's current price of $36.17, Parkshore Wealth Management, Inc.'s estimated gain on his DUHP holdings is $358,674.06, reflecting a 5.25% gain to date.

Parkshore Wealth Management, Inc. DUHP ($36.17) Holding Chart

Parkshore Wealth Management, Inc. DUHP ($36.17) 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 %

Top Ranked Articles

  • 1