SATOVSKY ASSET MANAGEMENT LLC DUHP Holdings History
SATOVSKY ASSET MANAGEMENT LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-03-31, SATOVSKY ASSET MANAGEMENT LLC held 1.29 Mil shares of Dimensional US High Profitability ETF(DUHP), totaling $42.63 Mil. This investment constitutes 9.54% of their stock portfolio, and SATOVSKY ASSET MANAGEMENT LLC now holds 0.55% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2022Q2. And since then SATOVSKY ASSET MANAGEMENT LLC has made 9 purchases of DUHP, at an average price of $29.18, for a total of 1.33 Mil shares. In addition, there have been 3 sales at an average price of $31.88 for 45,716.00 shares. Based on historical transaction data and DUHP's current price of $36.45, SATOVSKY ASSET MANAGEMENT LLC's estimated gain on his DUHP holdings is $9.47 Mil, reflecting a 24.37% gain to date.
SATOVSKY ASSET MANAGEMENT LLC DUHP ($36.45) Holding Chart
SATOVSKY ASSET MANAGEMENT LLC DUHP ($36.45) 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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