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.
| 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 |
| 2024 Q4 | REDUCED | 155,374 | -50,978 | -24.7% | 0.99% | $5.3M | $33.43 |
| 2024 Q3 | REDUCED | 206,352 | -31,376 | -13.2% | 1.00% | $7.0M | $33.61 |
| 2024 Q2 | REDUCED | 237,728 | -18,362 | -7.2% | 1.08% | $7.6M | $31.46 |
| 2024 Q1 | REDUCED | 256,090 | -13,219 | -4.9% | 1.20% | $8.1M | $30.99 |
| 2023 Q4 | INITIATED | 269,309 | — | — | 1.27% | $7.9M | — |
As of 2025 Q4 — sorted by position size