Number of Shares
331,100.00
Current Holdings Value*
$10.97 Mil
% of Portfolio
7.34%
Total Estimate Gain
$651,954.75
% of Total Estimate Gain
5.69%

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 $36.56, Wealth Management Strategies, Inc.'s estimated gain on his DUHP holdings is $651,954.75, reflecting a 5.69% gain to date.

Wealth Management Strategies, Inc. DUHP ($36.56) Holding Chart

Wealth Management Strategies, Inc. DUHP ($36.56) 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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