Number of Shares
1.01 Mil
Current Holdings Value*
$33.49 Mil
% of Portfolio
2.68%
Total Estimate Gain
$4.78 Mil
% of Total Estimate Gain
15.49%

TCI Wealth Advisors, Inc.'s Dimensional US High Profitability ETF Holding Summary

As of 2025-03-31, TCI Wealth Advisors, Inc. held 1.01 Mil shares of Dimensional US High Profitability ETF(DUHP), totaling $33.49 Mil. This investment constitutes 2.68% of their stock portfolio, and TCI Wealth Advisors, Inc. now holds 0.44% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2022Q1. And since then TCI Wealth Advisors, Inc. has made 13 purchases of DUHP, at an average price of $30.56, for a total of 1.01 Mil shares. Based on historical transaction data and DUHP's current price of $35.29, TCI Wealth Advisors, Inc.'s estimated gain on his DUHP holdings is $4.78 Mil, reflecting a 15.49% gain to date.

TCI Wealth Advisors, Inc. DUHP ($35.29) Holding Chart

TCI Wealth Advisors, Inc. DUHP ($35.29) 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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