Global Financial Private Client, LLC DEHP — DIMENSIONAL ETF TRUST

Ownership history in Global Financial Private Client, LLC  ·  2 quarters on record

AI Ownership Summary

Global Financial Private Client, LLC reported DIMENSIONAL ETF TRUST (DEHP) in 2 quarterly 13F filings from 2026 Q2 through 2026 Q3. Peak portfolio weight reached 0.12% in 2026 Q3. The latest visible filing shows DEHP at 0.12% 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 DEHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Global Financial Private Client, 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 Q3

DEHP was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.12% in 2026 Q3

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

Time in book
Holding Window
2026 Q2 to 2026 Q3

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.

DEHP stock page Global Financial Private Client, LLC fund profile Global Financial Private Client, LLC full holdings
How Global Financial Private Client, LLC held DEHP — position size vs. price
% of Fund (quarterly)    DEHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 10,687 +2,245 +26.6% 0.12% $440K 2026-10-15 $38.60
2026 Q2 INITIATED — — — 8,442 — — 0.10% $361K 2026-07-20 $38.68

🏢 Other funds also holding DEHP

As of 2026 Q3 — sorted by position size

Foundry Financial LLC 1.33% Meredith Wealth Planning 3Y 0.98% FORTERIS WEALTH MANAGEMENT INC. 0.97% DiNuzzo Private Wealth, Inc. 0.8% BDFS Capital LLC 0.5% Two West Capital Advisors LLC 0.37% Outbound Financial Inc 0.35% Pacific Asset Management, LLC 0.25% RCS Financial Planning, LLC 3Y 0.2% Vestment Financial LLC 0.17%

FAQ About Global Financial Private Client, LLC and DEHP

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

How long has Global Financial Private Client, LLC reported owning DEHP?

Global Financial Private Client, LLC reported DEHP across 2 quarterly 13F filings, from 2026 Q2 through 2026 Q3.

What was the largest reported DEHP position in Global Financial Private Client, LLC's portfolio?

The largest reported portfolio weight for DEHP was 0.12% in 2026 Q3.

What is the latest reported DEHP position on this page?

The most recent filing on this page is 2026 Q3, when Global Financial Private Client, LLC reported 10,687 shares, equal to 0.12% of portfolio, with an estimated market value of $440K.

What does the chart on this DEHP ownership page compare?

The chart compares Global Financial Private Client, LLC's quarterly DEHP 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.

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