Wealth Management Strategies, Inc. DUHP Holdings History
Wealth Management Strategies, Inc.'s Dimensional US High Profitability ETF Holding Summary
As of 2025-03-31, Wealth Management Strategies, Inc. held 331,100.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $10.97 Mil. This investment constitutes 7.34% of their stock portfolio, and Wealth Management Strategies, Inc. now holds 0.14% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.
The initial trade took place in 2024Q4. And since then Wealth Management Strategies, Inc. has made 1 purchases of DUHP, at an average price of $34.59, for a total of 331,100.00 shares. Based on historical transaction data and DUHP's current price of $36.45, Wealth Management Strategies, Inc.'s estimated gain on his DUHP holdings is $615,533.75, reflecting a 5.37% gain to date.
Wealth Management Strategies, Inc. DUHP ($36.45) Holding Chart
Wealth Management Strategies, Inc. DUHP ($36.45) 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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