Number of Shares
152,211.00
Current Holdings Value*
$5.41 Mil
% of Portfolio
2.6%
Total Estimate Gain
$211,000.43
% of Total Estimate Gain
3.25%

Shore Point Advisors, LLC's Dimensional US High Profitability ETF Holding Summary

As of 2025-06-30, Shore Point Advisors, LLC held 152,211.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $5.41 Mil. This investment constitutes 2.6% of their stock portfolio, and Shore Point Advisors, LLC now holds 0.06% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2024Q3. And since then Shore Point Advisors, LLC has made 3 purchases of DUHP, at an average price of $34.52, for a total of 187,953.00 shares. In addition, there have been 1 sales at an average price of $33.38 for 35,742.00 shares. Based on historical transaction data and DUHP's current price of $36.17, Shore Point Advisors, LLC's estimated gain on his DUHP holdings is $211,000.43, reflecting a 3.25% gain to date.

Shore Point Advisors, LLC DUHP ($36.17) Holding Chart

Shore Point Advisors, LLC DUHP ($36.17) 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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