DUHP — DIMENSIONAL ETF TRUST

Ownership history in Efficient Advisors, LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Efficient Advisors, 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.

Peak position
2.81% (2025 Q3)
Avg. % of fund
2.41%
First filed
2011 Q4
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,130,037 -192,199 -14.5% 2.51% $43.0M $38.03
2025 Q3 ADDED 1,322,236 +57,208 +4.5% 2.81% $49.9M $37.69
2025 Q2 ADDED 1,265,028 +106,406 +9.2% 2.68% $45.0M $35.38
2025 Q1 REDUCED 1,158,622 -14,510 -1.2% 2.33% $38.4M $32.86
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DUHP price (monthly, adj. close)

Other funds also holding DUHP

As of 2025 Q4 — sorted by position size

Freedom Investment Management, Inc. 3Y 7Y 15.26% Grunden Financial Advisory, Inc. 14.66% Oceanside Advisors LLC 12.49% Safeguard Investment Advisory Group, LLC 3Y 12.34% MB Generational Wealth, LLC 11.25% FINANCIAL CONSULATE, INC 3Y 7Y 10.34% Meredith Wealth Planning 3Y 9.92% GREAT OAK CAPITAL PARTNERS, LLC 9.64% SATOVSKY ASSET MANAGEMENT LLC 3Y 9.38% Leading Edge Financial Planning LLC 3Y 9.12%
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