Number of Shares
239,627.00
Current Holdings Value*
$7.94 Mil
% of Portfolio
5.56%
Total Estimate Gain
$383,075.84
% of Total Estimate Gain
4.64%

RIVERCHASE WEALTH MANAGEMENT, LLC's Dimensional US High Profitability ETF Holding Summary

As of 2025-03-31, RIVERCHASE WEALTH MANAGEMENT, LLC held 239,627.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $7.94 Mil. This investment constitutes 5.56% of their stock portfolio, and RIVERCHASE WEALTH MANAGEMENT, LLC now holds 0.1% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2024Q4. And since then RIVERCHASE WEALTH MANAGEMENT, LLC has made 1 purchases of DUHP, at an average price of $34.43, for a total of 239,627.00 shares. Based on historical transaction data and DUHP's current price of $36.03, RIVERCHASE WEALTH MANAGEMENT, LLC's estimated gain on his DUHP holdings is $383,075.84, reflecting a 4.64% gain to date.

RIVERCHASE WEALTH MANAGEMENT, LLC DUHP ($36.03) Holding Chart

RIVERCHASE WEALTH MANAGEMENT, LLC 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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