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DUHP
5 quarters

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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2M
+8.7%
$73.1M0.5%$38.87
39
2025-Q4
Increased
1.8M
+19.2%
$69.5M0.4%$38.31
42
2025-Q3
Increased
1.5M
+77.1%
$57.9M0.4%$37.44
53
2025-Q2
New
865,963
-
$30.8M0.2%$35.11
48
2024-Q2
Exited
0
-100.0%
$00.0%$31.46
0

Other major holders of DUHP: MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC

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