DUHP — DIMENSIONAL ETF TRUST

Ownership history in Invst, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Invst, 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
1.16% (2025 Q4)
Avg. % of fund
0.73%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 281,030 +76,639 +37.5% 1.16% $10.7M $38.03
2025 Q3 ADDED 204,391 +19,582 +10.6% 0.91% $7.3M $37.69
2025 Q1 ADDED 184,809 +177,984 +2607.8% 0.84% $6.1M $32.86
2023 Q4 INITIATED 6,825 — — 0.03% $202K —
% 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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