Sterling Wealth Management, Inc. DUHP Holdings History
Sterling Wealth Management, Inc.'s Dimensional US High Profitability ETF Holding Summary
As of 2024-12-31, Sterling Wealth Management, Inc. held 350,441.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $11.84 Mil. This investment constitutes 4.37% of their stock portfolio, and Sterling Wealth Management, Inc. now holds 0.16% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2024Q2. And since then Sterling Wealth Management, Inc. has made 3 purchases of DUHP, at an average price of $32.82, for a total of 350,441.00 shares. Based on historical transaction data and DUHP's current price of $36.17, Sterling Wealth Management, Inc.'s estimated gain on his DUHP holdings is $1.18 Mil, reflecting a 10.22% gain to date.
Sterling Wealth Management, Inc. DUHP ($36.17) Holding Chart
Sterling Wealth Management, Inc. 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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