Planning Center, Inc. DUHP Holdings History
Planning Center, Inc.'s Dimensional US High Profitability ETF Holding Summary
As of 2025-03-31, Planning Center, Inc. held 1.66 Mil shares of Dimensional US High Profitability ETF(DUHP), totaling $54.95 Mil. This investment constitutes 6.5% of their stock portfolio, and Planning Center, Inc. now holds 0.72% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2022Q4. And since then Planning Center, Inc. has made 8 purchases of DUHP, at an average price of $24.59, for a total of 1.70 Mil shares. In addition, there have been 2 sales at an average price of $34.03 for 43,798.00 shares. Based on historical transaction data and DUHP's current price of $36.03, Planning Center, Inc.'s estimated gain on his DUHP holdings is $19.38 Mil, reflecting a 46.31% gain to date.
Planning Center, Inc. DUHP ($36.03) Holding Chart
Planning Center, Inc. DUHP ($36.03) 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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