DUHP — DIMENSIONAL ETF TRUST

Ownership history in WorthPointe, LLC  ·  2 quarters on record

This page tracks every 13F SEC filing in which WorthPointe, 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
1.49% (2025 Q4)
Avg. % of fund
0.96%
First filed
2025 Q3
Last filed
2025 Q4
Quarters held
2
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 148,895 +118,520 +390.2% 1.49% $5.7M $38.03
2025 Q3 INITIATED 30,375 — — 0.43% $1.1M $37.69
% 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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