True Wealth Design, LLC DUHP Holdings History
True Wealth Design, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-03-31, True Wealth Design, LLC held 763,267.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $25.29 Mil. This investment constitutes 9.63% of their stock portfolio, and True Wealth Design, LLC now holds 0.32% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2022Q4. And since then True Wealth Design, LLC has made 6 purchases of DUHP, at an average price of $25.41, for a total of 940,696.00 shares. In addition, there have been 3 sales at an average price of $32.82 for 177,429.00 shares. Based on historical transaction data and DUHP's current price of $36.16, True Wealth Design, LLC's estimated gain on his DUHP holdings is $9.52 Mil, reflecting a 39.82% gain to date.
True Wealth Design, LLC DUHP ($36.16) Holding Chart
True Wealth Design, LLC DUHP ($36.16) 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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