DEHP β€” DIMENSIONAL ETF TRUST

Ownership history in HM PAYSON & CO  Β·  8 quarters on record

AI Ownership Summary

HM PAYSON & CO reported DIMENSIONAL ETF TRUST (DEHP) in 8 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows DEHP at 0.02% 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 HM PAYSON & CO'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

DEHP was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

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 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.

How HM PAYSON & CO held DEHP β€” position size vs. price
% of Fund (quarterly)    DEHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 43,152 +9,260 +27.3% 0.02% $1.5M 2026-04-13 $36.67
2025 Q4 UNCHANGED 33,892 β€” 0% 0.02% $1.1M 2026-02-12 $35.73
2025 Q3 UNCHANGED 33,892 β€” 0% 0.01% $1.0M 2025-10-17 $31.03
2025 Q1 ADDED 33,892 +370 +1.1% 0.02% $855K 2025-04-29 $24.69
2024 Q4 UNCHANGED 33,522 β€” 0% 0.01% $829K 2025-02-07 $24.86
2024 Q3 ADDED 33,522 +850 +2.6% 0.02% $901K 2024-10-28 $25.62
2024 Q2 UNCHANGED 32,672 β€” 0% 0.02% $850K 2024-08-13 $24.85
2024 Q1 INITIATED 32,672 β€” β€” 0.02% $811K 2024-06-20 $25.24

FAQ About HM PAYSON & CO and DEHP

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

How long has HM PAYSON & CO reported owning DEHP?

HM PAYSON & CO reported DEHP across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DEHP position in HM PAYSON & CO's portfolio?

The largest reported portfolio weight for DEHP was 0.02% in 2026 Q1.

What is the latest reported DEHP position on this page?

The most recent filing on this page is 2026 Q1, when HM PAYSON & CO reported 43,152 shares, equal to 0.02% of portfolio, with an estimated market value of $1.5M.

What does the chart on this DEHP ownership page compare?

The chart compares HM PAYSON & CO'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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