Number of Shares
634,127.00
Current Holdings Value*
$21.01 Mil
% of Portfolio
6.28%
Total Estimate Gain
$1.62 Mil
% of Total Estimate Gain
7.62%

von Borstel & Associates, Inc.'s Dimensional US High Profitability ETF Holding Summary

As of 2025-03-31, von Borstel & Associates, Inc. held 634,127.00 shares of Dimensional US High Profitability ETF(DUHP), totaling $21.01 Mil. This investment constitutes 6.28% of their stock portfolio, and von Borstel & Associates, Inc. now holds 0.27% of the outstanding Dimensional US High Profitability ETF(DUHP) stock.

The initial trade took place in 2024Q3. And since then von Borstel & Associates, Inc. has made 2 purchases of DUHP, at an average price of $33.61, for a total of 634,127.00 shares. Based on historical transaction data and DUHP's current price of $36.17, von Borstel & Associates, Inc.'s estimated gain on his DUHP holdings is $1.62 Mil, reflecting a 7.62% gain to date.

von Borstel & Associates, Inc. DUHP ($36.17) Holding Chart

von Borstel & Associates, 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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