Schubert & Co DUHP Holdings History

Number of Shares
71,245.00
Current Holdings Value*
$2.36 Mil
% of Portfolio
1.62%
Total Estimate Gain
$739,760.91
% of Total Estimate Gain
38.76%

Schubert & Co's Dimensional US High Profitability ETF Holding Summary

As of 2025-03-31, Schubert & Co held 71,245.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $2.36 Mil. This investment constitutes 1.62% of their stock portfolio, and Schubert & Co now holds 0.03% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2022Q1. And since then Schubert & Co has made 11 purchases of DUHP, at an average price of $26.32, for a total of 72,501.00 shares. In addition, there have been 1 sales at an average price of $34.61 for 1,256.00 shares. Based on historical transaction data and DUHP's current price of $36.56, Schubert & Co's estimated gain on his DUHP holdings is $739,760.91, reflecting a 38.76% gain to date.

Schubert & Co DUHP ($36.56) Holding Chart

Schubert & Co DUHP ($36.56) 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 %

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