SILVER OAK WEALTH ADVISORS SERVICES, LLC DUHP Holdings History
SILVER OAK WEALTH ADVISORS SERVICES, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-03-31, SILVER OAK WEALTH ADVISORS SERVICES, LLC held 250,095.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $8.29 Mil. This investment constitutes 7.39% of their stock portfolio, and SILVER OAK WEALTH ADVISORS SERVICES, LLC now holds 0.11% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2024Q4. And since then SILVER OAK WEALTH ADVISORS SERVICES, LLC has made 1 purchases of DUHP, at an average price of $34.58, for a total of 250,095.00 shares. Based on historical transaction data and DUHP's current price of $36.51, SILVER OAK WEALTH ADVISORS SERVICES, LLC's estimated gain on his DUHP holdings is $481,182.78, reflecting a 5.56% gain to date.
SILVER OAK WEALTH ADVISORS SERVICES, LLC DUHP ($36.51) Holding Chart
SILVER OAK WEALTH ADVISORS SERVICES, LLC DUHP ($36.51) 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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