TRIAD FINANCIAL ADVISORS, INC. DUHP Holdings History
TRIAD FINANCIAL ADVISORS, INC.'s Dimensional US High Profitability ETF Holding Summary
As of 2023-09-30, TRIAD FINANCIAL ADVISORS, INC. held 511,060.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $13.13 Mil. This investment constitutes 4.72% of their stock portfolio, and TRIAD FINANCIAL ADVISORS, INC. now holds 0.57% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2022Q1. And since then TRIAD FINANCIAL ADVISORS, INC. has made 7 purchases of DUHP, at an average price of $25.06, for a total of 511,060.00 shares. Based on historical transaction data and DUHP's current price of $36.03, TRIAD FINANCIAL ADVISORS, INC.'s estimated gain on his DUHP holdings is $5.61 Mil, reflecting a 43.78% gain to date.
TRIAD FINANCIAL ADVISORS, INC. DUHP ($36.03) Holding Chart
TRIAD FINANCIAL ADVISORS, INC. DUHP ($36.03) 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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