Number of Shares
1.28 Mil
Current Holdings Value*
$42.38 Mil
% of Portfolio
11.67%
Total Estimate Gain
$9.07 Mil
% of Total Estimate Gain
23.53%

Retirement Solution LLC's Dimensional US High Profitability ETF Holding Summary

As of 2025-03-31, Retirement Solution LLC held 1.28 Mil shares of Dimensional US High Profitability ETF(DUHP), totaling $42.38 Mil. This investment constitutes 11.67% of their stock portfolio, and Retirement Solution LLC now holds 0.56% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2023Q1. And since then Retirement Solution LLC has made 5 purchases of DUHP, at an average price of $29.20, for a total of 1.32 Mil shares. In addition, there have been 4 sales at an average price of $32.93 for 41,381.00 shares. Based on historical transaction data and DUHP's current price of $36.17, Retirement Solution LLC's estimated gain on his DUHP holdings is $9.07 Mil, reflecting a 23.53% gain to date.

Retirement Solution LLC DUHP ($36.17) Holding Chart

Retirement Solution LLC 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 %

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