Number of Shares
262,687.00
Current Holdings Value*
$9.34 Mil
% of Portfolio
3.61%
Total Estimate Gain
$2.45 Mil
% of Total Estimate Gain
34.53%

Weinberger Asset Management, Inc's Dimensional US High Profitability ETF Holding Summary

As of 2025-06-30, Weinberger Asset Management, Inc held 262,687.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $9.34 Mil. This investment constitutes 3.61% of their stock portfolio, and Weinberger Asset Management, Inc now holds 0.11% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2022Q4. And since then Weinberger Asset Management, Inc has made 10 purchases of DUHP, at an average price of $26.87, for a total of 264,256.00 shares. In addition, there have been 1 sales at an average price of $34.36 for 1,569.00 shares. Based on historical transaction data and DUHP's current price of $36.16, Weinberger Asset Management, Inc's estimated gain on his DUHP holdings is $2.45 Mil, reflecting a 34.53% gain to date.

Weinberger Asset Management, Inc DUHP ($36.16) Holding Chart

Weinberger Asset Management, Inc 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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