Applied Capital LLC DIHP — DIMENSIONAL ETF TRUST

Ownership history in Applied Capital LLC  ·  15 quarters on record

AI Ownership Summary

Applied Capital LLC reported DIMENSIONAL ETF TRUST (DIHP) in 15 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.96% in 2024 Q1. The latest visible filing shows DIHP at 1.84% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DIHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Applied Capital LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DIHP was reported at 1.84% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.96% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DIHP stock page Applied Capital LLC fund profile Applied Capital LLC full holdings
How Applied Capital LLC held DIHP — position size vs. price
% of Fund (quarterly)    DIHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 152,634 +276 +0.2% 1.84% $4.9M 2026-04-22 $33.64
2025 Q4 REDUCED — — — 152,358 -371 -0.2% 1.86% $4.8M 2026-01-16 $32.69
2025 Q3 ADDED — — — 152,729 +7,345 +5.1% 1.87% $4.6M 2025-10-21 $30.62
2025 Q2 REDUCED — — — 145,384 -589 -0.4% 1.89% $4.3M 2025-07-17 $28.84
2025 Q1 REDUCED — — — 145,973 -1,722 -1.2% 1.93% $3.9M 2025-04-22 $26.65
2024 Q4 ADDED — — — 147,695 +19,519 +15.2% 1.91% $3.7M 2025-01-23 $25.54
2024 Q3 ADDED — — — 128,176 +5,603 +4.6% 1.94% $3.4M 2024-10-18 $26.23
2024 Q1 ADDED — — — 122,573 +7,594 +6.6% 1.96% $3.3M 2024-04-23 $25.00
2023 Q4 ADDED — — — 114,979 +759 +0.7% 1.65% $3.0M 2024-01-23 $23.95
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DIHP

As of 2026 Q1 — sorted by position size

Premier Financial Group 35.94% STOLZ & ASSOCIATES, PS 10.12% Meredith Wealth Planning 3Y 6.32% Planning Center, Inc. 3Y 5.96% GREAT OAK CAPITAL PARTNERS, LLC 5.53% Oceanside Advisors LLC 5.24% WEBSTERROGERS FINANCIAL ADVISORS, LLC 3Y 5.14% High Probability Advisors, LLC 5.04% Navigoe, LLC 5.04% FINANCIAL CONSULATE, INC 3Y 7Y 4.96%

FAQ About Applied Capital LLC and DIHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Applied Capital LLC reported owning DIHP?

Applied Capital LLC reported DIHP across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DIHP position in Applied Capital LLC's portfolio?

The largest reported portfolio weight for DIHP was 1.96% in 2024 Q1.

What is the latest reported DIHP position on this page?

The most recent filing on this page is 2026 Q1, when Applied Capital LLC reported 152,634 shares, equal to 1.84% of portfolio, with an estimated market value of $4.9M.

What does the chart on this DIHP ownership page compare?

The chart compares Applied Capital LLC's quarterly DIHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Applied Capital LLC time their DIHP position?

Based on 13F filing dates vs. subsequent DIHP price moves, Applied Capital LLC correctly timed 8 out of 14 reported position changes (57%). The annualised alpha on DIHP relative to SPY over the holding period was -3.0%.

← Back to Applied Capital LLC Holdings