Safeguard Investment Advisory Group, LLC DUHP Holdings History
Safeguard Investment Advisory Group, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-03-31, Safeguard Investment Advisory Group, LLC held 1.45 Mil shares of Dimensional US High Profitability ETF(DUHP), totaling $48.07 Mil. This investment constitutes 13.06% of their stock portfolio, and Safeguard Investment Advisory Group, LLC now holds 0.62% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2022Q4. And since then Safeguard Investment Advisory Group, LLC has made 10 purchases of DUHP, at an average price of $26.46, for a total of 1.45 Mil shares. Based on historical transaction data and DUHP's current price of $36.16, Safeguard Investment Advisory Group, LLC's estimated gain on his DUHP holdings is $14.07 Mil, reflecting a 36.65% gain to date.
Safeguard Investment Advisory Group, LLC DUHP ($36.16) Holding Chart
Safeguard Investment Advisory Group, LLC DUHP ($36.16) 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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