Number of Shares
1.03 Mil
Current Holdings Value*
$34.23 Mil
% of Portfolio
6.41%
Total Estimate Gain
$3.32 Mil
% of Total Estimate Gain
9.74%

Wealthstream Advisors, Inc.'s Dimensional US High Profitability ETF Holding Summary

As of 2025-03-31, Wealthstream Advisors, Inc. held 1.03 Mil shares of Dimensional US High Profitability ETF(DUHP), totaling $34.23 Mil. This investment constitutes 6.41% of their stock portfolio, and Wealthstream Advisors, Inc. now holds 0.44% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2024Q3. And since then Wealthstream Advisors, Inc. has made 3 purchases of DUHP, at an average price of $32.96, for a total of 1.03 Mil shares. Based on historical transaction data and DUHP's current price of $36.17, Wealthstream Advisors, Inc.'s estimated gain on his DUHP holdings is $3.32 Mil, reflecting a 9.74% gain to date.

Wealthstream Advisors, Inc. DUHP ($36.17) Holding Chart

Wealthstream Advisors, Inc. 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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