RIVERCHASE WEALTH MANAGEMENT, LLC DIHP β€” DIMENSIONAL ETF TRUST

Ownership history in RIVERCHASE WEALTH MANAGEMENT, LLC  Β·  6 quarters on record

AI Ownership Summary

RIVERCHASE WEALTH MANAGEMENT, LLC reported DIMENSIONAL ETF TRUST (DIHP) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.6% in 2024 Q4. The latest visible filing shows DIHP at 0.45% 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 DIHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was RIVERCHASE WEALTH MANAGEMENT, 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
2026 Q1

DIHP was reported at 0.45% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 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 RIVERCHASE WEALTH MANAGEMENT, LLC held DIHP β€” position size vs. price
% of Fund (quarterly)    DIHP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 26,681 -125 -0.5% 0.45% $860K 2026-04-20 $34.24
2025 Q4 UNCHANGED β€” β€” β€” 26,806 β€” 0% 0.46% $849K 2026-02-02 $33.18
2025 Q3 REDUCED β€” β€” β€” 26,806 -590 -2.2% 0.46% $815K 2025-10-22 $30.62
2025 Q2 REDUCED β€” β€” β€” 27,396 -971 -3.4% 0.51% $808K 2025-07-24 $29.46
2025 Q1 REDUCED 11.0% +10.7% ❌ 28,367 -3,513 -11.0% 0.54% $764K 2025-05-05 $27.59
2024 Q4 INITIATED β€” β€” β€” 31,880 β€” β€” 0.60% $804K 2025-02-12 $26.24

FAQ About RIVERCHASE WEALTH MANAGEMENT, LLC and DIHP

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

How long has RIVERCHASE WEALTH MANAGEMENT, LLC reported owning DIHP?

RIVERCHASE WEALTH MANAGEMENT, LLC reported DIHP across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported DIHP position in RIVERCHASE WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for DIHP was 0.60% in 2024 Q4.

What is the latest reported DIHP position on this page?

The most recent filing on this page is 2026 Q1, when RIVERCHASE WEALTH MANAGEMENT, LLC reported 26,681 shares, equal to 0.45% of portfolio, with an estimated market value of $860K.

What does the chart on this DIHP ownership page compare?

The chart compares RIVERCHASE WEALTH MANAGEMENT, LLC's quarterly DIHP 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 RIVERCHASE WEALTH MANAGEMENT, LLC time their DIHP position?

Based on 13F filing dates vs. subsequent DIHP price moves, RIVERCHASE WEALTH MANAGEMENT, LLC correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on DIHP relative to SPY over the holding period was +6.9%.

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