Syverson Strege & Co DUHP Holdings History

Number of Shares
492,789.00
Current Holdings Value*
$16.33 Mil
% of Portfolio
5.25%
Total Estimate Gain
$6.16 Mil
% of Total Estimate Gain
44.00%

Syverson Strege & Co's Dimensional US High Profitability ETF Holding Summary

As of 2025-03-31, Syverson Strege & Co held 492,789.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $16.33 Mil. This investment constitutes 5.25% of their stock portfolio, and Syverson Strege & Co now holds 0.21% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2022Q2. And since then Syverson Strege & Co has made 6 purchases of DUHP, at an average price of $24.45, for a total of 572,801.00 shares. In addition, there have been 6 sales at an average price of $29.13 for 80,012.00 shares. Based on historical transaction data and DUHP's current price of $36.20, Syverson Strege & Co's estimated gain on his DUHP holdings is $6.16 Mil, reflecting a 44.00% gain to date.

Syverson Strege & Co DUHP ($36.20) Holding Chart

Syverson Strege & Co DUHP ($36.20) 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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