DUHP β€” DIMENSIONAL ETF TRUST

Ownership history in Boyce & Associates Wealth Consulting, Inc.  Β·  8 quarters on record

AI Ownership Summary

Boyce & Associates Wealth Consulting, Inc. reported DIMENSIONAL ETF TRUST (DUHP) in 8 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 2.38% in 2025 Q4. The latest visible filing shows DUHP at 2.38% 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.

What this DUHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boyce & Associates Wealth Consulting, Inc.'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
2025 Q4

DUHP was reported at 2.38% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.38% in 2025 Q4

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

Time in book
Holding Window
2024 Q1 to 2025 Q4

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.

How Boyce & Associates Wealth Consulting, Inc. held DUHP β€” position size vs. price
% of Fund (quarterly)    DUHP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 74,595 +679 +0.9% 2.38% $2.8M 2026-02-14 (Est.) $38.85
2025 Q3 ADDED 73,916 +3,609 +5.1% 2.28% $2.8M 2025-10-22 $37.59
2025 Q2 ADDED 70,307 +3,736 +5.6% 2.28% $2.5M 2025-07-15 $35.49
2025 Q1 ADDED 66,571 +12,269 +22.6% 2.21% $2.2M 2025-05-02 $32.76
2024 Q4 ADDED 54,302 +5,792 +11.9% 1.86% $1.8M 2025-01-13 $33.18
2024 Q3 ADDED 48,510 +3,079 +6.8% 1.72% $1.7M 2024-10-08 $33.60
2024 Q2 ADDED 45,431 +9,943 +28.0% 1.71% $1.5M 2024-08-06 $30.47
2024 Q1 INITIATED 35,488 β€” β€” 1.45% $1.1M 2024-04-10 $30.13

🏒 Other funds also holding DUHP

As of 2026 Q1 β€” sorted by position size

DWR WEALTH MANAGEMENT, LLC 9.77% Aspen Wealth Management LLC 3Y 1.16%

FAQ About Boyce & Associates Wealth Consulting, Inc. and DUHP

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

How long has Boyce & Associates Wealth Consulting, Inc. reported owning DUHP?

Boyce & Associates Wealth Consulting, Inc. reported DUHP across 8 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported DUHP position in Boyce & Associates Wealth Consulting, Inc.'s portfolio?

The largest reported portfolio weight for DUHP was 2.38% in 2025 Q4.

What is the latest reported DUHP position on this page?

The most recent filing on this page is 2025 Q4, when Boyce & Associates Wealth Consulting, Inc. reported 74,595 shares, equal to 2.38% of portfolio, with an estimated market value of $2.8M.

What does the chart on this DUHP ownership page compare?

The chart compares Boyce & Associates Wealth Consulting, Inc.'s quarterly DUHP 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.

← Back to Boyce & Associates Wealth Consulting, Inc. Holdings