Number of Shares
473,836.00
Current Holdings Value*
$12.77 Mil
% of Portfolio
4.86%
Total Estimate Gain
$3.30 Mil
% of Total Estimate Gain
24.50%

True Wealth Design, LLC's Dimensional International High Profitability ETF Holding Summary

As of 2025-03-31, True Wealth Design, LLC held 473,836.00 shares of Dimensional International High Profitability ETF(DIHP), totaling $12.77 Mil. This investment constitutes 4.86% of their stock portfolio, and True Wealth Design, LLC now holds 0.35% of the outstanding Dimensional International High Profitability ETF(DIHP) stock.

The initial trade took place in 2022Q4. And since then True Wealth Design, LLC has made 7 purchases of DIHP, at an average price of $23.18, for a total of 581,243.00 shares. In addition, there have been 2 sales at an average price of $26.86 for 107,407.00 shares. Based on historical transaction data and DIHP's current price of $29.32, True Wealth Design, LLC's estimated gain on his DIHP holdings is $3.30 Mil, reflecting a 24.50% gain to date.

True Wealth Design, LLC DIHP ($29.32) Holding Chart

True Wealth Design, LLC DIHP ($29.32) 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 %

Top Ranked Articles

  • 1