CVA Family Office, LLC DUHP holdings history
DIMENSIONAL US HIGH PROFI ET · CUSIP 25434V831 · CIK 1802084
As of 2026-06-30, CVA Family Office, LLC reported 686.27K DUHP (shares), valued at $28.64M, or 2.59% of its reported non-derivative portfolio. Filed 2026-08-07.
Verify history & sources →Shares increased 8.25%; reported value increased 22.88%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.59% | 686,275 | SEC filing ↗Filed Aug 7, 2026 |
| Q1 2026 | 2.45% | 633,985 | SEC filing ↗Filed Apr 29, 2026 |
| Q4 2025 | 2.28% | 521,487 | SEC filing ↗Filed Jan 12, 2026 |
| Q3 2025 | 1.14% | 233,910 | SEC filing ↗Filed Oct 30, 2025 |
| Q2 2025 | 0.90% | 180,266 | SEC filing ↗Filed Jul 31, 2025 |
| Q1 2025 | 0.89% | 175,152 | SEC filing ↗Filed Apr 16, 2025 |
| Q4 2024 | 0.55% | 102,575 | SEC filing ↗Filed Jan 7, 2025 |
| Q3 2024 | 0.38% | 68,804 | SEC filing ↗Filed Oct 10, 2024 |
| Q2 2024 | 0.36% | 62,518 | SEC filing ↗Filed Jul 10, 2024 |
| Q1 2024 | 0.29% | 51,794 | SEC filing ↗Filed Apr 10, 2024 |
| Q4 2023 | 0.19% | 33,671 | SEC filing ↗Filed Jan 16, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 0.19% | 33,671 | $963.33K | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 16, 2024 |
| Q1 2024 | 0.29% | 51,794 | $1.64M | Shares increased 53.82%; reported value increased 69.95%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 10, 2024 |
| Q2 2024 | 0.36% | 62,518 | $2.00M | Shares increased 20.71%; reported value increased 22.16%, and weight changed +0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 10, 2024 |
| Q3 2024 | 0.38% | 68,804 | $2.34M | Shares increased 10.05%; reported value increased 17.21%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 10, 2024 |
| Q4 2024 | 0.55% | 102,575 | $3.47M | Shares increased 49.08%; reported value increased 47.86%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 7, 2025 |
| Q1 2025 | 0.89% | 175,152 | $5.80M | Shares increased 70.76%; reported value increased 67.47%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2025 |
| Q2 2025 | 0.90% | 180,266 | $6.41M | Shares increased 2.92%; reported value increased 10.44%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 31, 2025 |
| Q3 2025 | 1.14% | 233,910 | $8.83M | Shares increased 29.76%; reported value increased 37.82%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 30, 2025 |
| Q4 2025 | 2.28% | 521,487 | $19.83M | Shares increased 122.94%; reported value increased 124.48%, and weight changed +1.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 12, 2026 |
| Q1 2026 | 2.45% | 633,985 | $23.31M | Shares increased 21.57%; reported value increased 17.51%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 29, 2026 |
| Q2 2026 | 2.59% | 686,275 | $28.64M | Shares increased 8.25%; reported value increased 22.88%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 7, 2026 |
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