WEBSTERROGERS FINANCIAL ADVISORS, LLC DUHP Holdings History
WEBSTERROGERS FINANCIAL ADVISORS, LLC's Dimensional US High Profitability ETF Holding Summary
As of 2025-06-30, WEBSTERROGERS FINANCIAL ADVISORS, LLC held 401,288.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $14.27 Mil. This investment constitutes 4.54% of their stock portfolio, and WEBSTERROGERS FINANCIAL ADVISORS, LLC now holds 0.17% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2022Q4. And since then WEBSTERROGERS FINANCIAL ADVISORS, LLC has made 6 purchases of DUHP, at an average price of $25.02, for a total of 561,283.00 shares. In addition, there have been 5 sales at an average price of $27.51 for 159,995.00 shares. Based on historical transaction data and DUHP's current price of $36.17, WEBSTERROGERS FINANCIAL ADVISORS, LLC's estimated gain on his DUHP holdings is $4.87 Mil, reflecting a 34.68% gain to date.
WEBSTERROGERS FINANCIAL ADVISORS, LLC DUHP ($36.17) Holding Chart
WEBSTERROGERS FINANCIAL ADVISORS, LLC DUHP ($36.17) 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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