DUHP — DIMENSIONAL ETF TRUST

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

This page tracks every 13F SEC filing in which Intelligence Driven Advisers, 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
1.27% (2023 Q4)
Avg. % of fund
0.92%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 92,199 -17,531 -16.0% 0.50% $3.5M $38.03
2025 Q3 REDUCED 109,730 -24,240 -18.1% 0.57% $4.1M $37.69
2025 Q2 REDUCED 133,970 -9,530 -6.6% 0.72% $4.8M $35.38
2025 Q1 REDUCED 143,500 -11,874 -7.6% 0.92% $4.8M $32.86
5 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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