Position history for HB Wealth Management, LLC's holdings in DIMENSIONAL ETF TRUST
HB Wealth Management, LLC holds 2M shares of DUHP (DIMENSIONAL ETF TRUST), worth $73.1M as of 2026-Q1. The position was increased (+8.7% shares). DUHP represents 0.5% of HB Wealth Management, LLC's portfolio.
Current Value
$73.1M
Current Shares
2M
Total Value Change
+$73.1M
Total Shares Change
+2M
Other major holders of DUHP: MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC
Increased |
| 2M |
+8.7% |
| $73.1M |
| 0.5% |
| $38.87 |
39 |
| 2025-Q4 | Increased | 1.8M | +19.2% | $69.5M | 0.4% | $38.31 | 42 |
| 2025-Q3 | Increased | 1.5M | +77.1% | $57.9M | 0.4% | $37.44 | 53 |
| 2025-Q2 | New | 865,963 | - | $30.8M | 0.2% | $35.11 | 48 |
| 2024-Q2 | Exited | 0 | -100.0% | $0 | 0.0% | $31.46 | 0 |