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Dimensional Etf Trust shares owned by HB Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) shares owned by HB Wealth Management from 13F filings

Historical chart of HB Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by HB Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $58M 1.5M 37.77
2025-06-30 $31M 866k 35.56
2024-03-31 $248k 7.9k 31.61

More positions owned by HB Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Home Depot (HD)
Microsoft Corporation Put Option (MSFT)
NVIDIA Corporation Put Option (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)

View all positions for HB Wealth Management

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Colony
Forum Financial Management
Pure Financial Advisors
Envestnet Asset Management
Hanson McClain Advisors
Foster Group
Wealth Enhancement Advisory Services
Alesco Advisors
Buckingham Strategic Partners
RW Investment Management
Bank Of Montreal
Aprio Wealth Management
HighTower Advisors
Apella Capital

View all funds holding Dimensional Etf Trust