Ownership history in BetterWealth, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which BetterWealth, LLC reported a position in DIMENSIONAL ETF TRUST (DUHP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 133,529 | -2,136 | -1.6% | 1.16% | $5.1M | $38.03 |
| 2025 Q3 | REDUCED | 135,665 | -11,233 | -7.6% | 1.22% | $5.1M | $37.69 |
| 2025 Q2 | REDUCED | 146,898 | -2,414 | -1.6% | 1.34% | $5.2M | $35.38 |
| 2025 Q1 | REDUCED | 149,312 | -195,488 | -56.7% | 1.39% | $4.9M | $32.86 |
| 2024 Q4 | REDUCED | 344,800 | -429,287 | -55.5% | 3.21% | $11.7M | $33.43 |
| 2024 Q3 | ADDED | 774,087 | +9,453 | +1.2% | 7.79% | $26.4M | $33.61 |
| 2024 Q2 | REDUCED | 764,634 | -2,570 | -0.3% | 7.80% | $24.5M | $31.46 |
| 2024 Q1 | REDUCED | 767,204 | -4,510 | -0.6% | 7.90% | $24.3M | $30.99 |
| 2023 Q4 | REDUCED | 771,714 | -8,376 | -1.1% | 7.55% | $22.1M | $27.98 |
| 2023 Q3 | REDUCED | 780,090 | -13,611 | -1.7% | 8.07% | $20.0M | $25.00 |
As of 2025 Q4 — sorted by position size