Number of Shares
27,440.00
Current Holdings Value*
$909,380.00
% of Portfolio
0.37%
Total Estimate Gain
$30,961.50
% of Total Estimate Gain
3.28%

Samalin Investment Counsel, LLC's Dimensional US High Profitability ETF Holding Summary

As of 2025-03-31, Samalin Investment Counsel, LLC held 27,440.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $909,380.00. This investment constitutes 0.37% of their stock portfolio, and Samalin Investment Counsel, LLC now holds 0.01% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2024Q4. And since then Samalin Investment Counsel, LLC has made 2 purchases of DUHP, at an average price of $34.43, for a total of 27,440.00 shares. Based on historical transaction data and DUHP's current price of $35.56, Samalin Investment Counsel, LLC's estimated gain on his DUHP holdings is $30,961.50, reflecting a 3.28% gain to date.

Samalin Investment Counsel, LLC DUHP ($35.56) Holding Chart

Samalin Investment Counsel, LLC DUHP ($35.56) 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 %

Top Ranked Articles

  • 1