Intelligence Driven Advisers, LLC DUHP — DIMENSIONAL ETF TRUST

Ownership history in Intelligence Driven Advisers, LLC  ·  9 quarters on record

AI Ownership Summary

Intelligence Driven Advisers, LLC reported DIMENSIONAL ETF TRUST (DUHP) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.27% in 2023 Q4. The latest visible filing shows DUHP at 0.50% 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 Intelligence Driven Advisers, 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
2025 Q4

DUHP was reported at 0.50% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.27% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 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.

DUHP stock page Intelligence Driven Advisers, LLC fund profile Intelligence Driven Advisers, LLC full holdings
How Intelligence Driven Advisers, LLC held DUHP — position size vs. price
% of Fund (quarterly)    DUHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 16.0% -3.1% ✅ 92,199 -17,531 -16.0% 0.50% $3.5M 2026-02-14 (Est.) $38.85
2025 Q3 REDUCED 18.1% +1.9% ❌ 109,730 -24,240 -18.1% 0.57% $4.1M 2025-11-10 $37.72
2025 Q2 REDUCED 6.6% +5.8% ❌ 133,970 -9,530 -6.6% 0.72% $4.8M 2025-07-09 $35.89
2025 Q1 REDUCED 7.6% +7.7% ❌ 143,500 -11,874 -7.6% 0.92% $4.8M 2025-04-25 $31.92
2024 Q4 REDUCED 24.7% -1.7% ✅ 155,374 -50,978 -24.7% 0.99% $5.3M 2025-01-30 $34.66
2024 Q3 REDUCED 13.2% -0.5% ✅ 206,352 -31,376 -13.2% 1.00% $7.0M 2024-11-06 $34.23
2024 Q2 REDUCED 7.2% +6.8% ❌ 237,728 -18,362 -7.2% 1.08% $7.6M 2024-08-05 $30.15
2024 Q1 REDUCED — — — 256,090 -13,219 -4.9% 1.20% $8.1M 2024-05-01 $29.16
2023 Q4 INITIATED — — — 269,309 — — 1.27% $7.9M 2024-02-06 $28.94

🏢 Other funds also holding DUHP

As of 2026 Q1 — sorted by position size

STOLZ & ASSOCIATES, PS 19.95% TANDEMGROWTH FINANCIAL ADVISORS LLC 16.37% Hippocratic Financial Advisors, LLC 13.3% Freedom Investment Management, Inc. 3Y 7Y 12.94% Meredith Wealth Planning 3Y 11.95% Oceanside Advisors LLC 11.84% MB Generational Wealth, LLC 10.94% Petersen Hastings Wealth Advisors Inc. 9.97% Tassel Capital Management, Inc. 9.87% DWR WEALTH MANAGEMENT, LLC 9.77%

FAQ About Intelligence Driven Advisers, LLC and DUHP

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

How long has Intelligence Driven Advisers, LLC reported owning DUHP?

Intelligence Driven Advisers, LLC reported DUHP across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DUHP position in Intelligence Driven Advisers, LLC's portfolio?

The largest reported portfolio weight for DUHP was 1.27% in 2023 Q4.

What is the latest reported DUHP position on this page?

The most recent filing on this page is 2025 Q4, when Intelligence Driven Advisers, LLC reported 92,199 shares, equal to 0.50% of portfolio, with an estimated market value of $3.5M.

What does the chart on this DUHP ownership page compare?

The chart compares Intelligence Driven Advisers, LLC'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.

How well did Intelligence Driven Advisers, LLC time their DUHP position?

Based on 13F filing dates vs. subsequent DUHP price moves, Intelligence Driven Advisers, LLC correctly timed 2 out of 8 reported position changes (25%). The annualised alpha on DUHP relative to SPY over the holding period was -2.5%.

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