DUHP DIMENSIONAL ETF TRUST

Ownership history in VIAWEALTH, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which VIAWEALTH, 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
1.63% (2024 Q1)
Avg. % of fund
1.4%
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 57,205 -173 -0.3% 1.22% $2.2M $38.03
2025 Q3 REDUCED 57,378 -226 -0.4% 1.18% $2.2M $37.69
2025 Q2 REDUCED 57,604 -14,032 -19.6% 1.21% $2.0M $35.38
2025 Q1 REDUCED 71,636 -266 -0.4% 1.47% $2.4M $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)
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