· Prices AT CLOSE 2026-07-29 (USD) — end-of-day, never a live or intraday quote
Last $36.57Day −0.81%1Y +13.9%Off 52W high −1.3%Vol (1Y) 6.0%
Daily closing price, split-adjusted to the current basis; 1.7y shown of 437 bars on file. Sampled to 240 points — every point is a real close, none averaged. Price return, not total return (dividends excluded). Source marketstack.
| Days to cover1.0d |
Short interest is FINRA semi-monthly, settlement 2026-07-15.
DHDG is not in the screener universe.
| YTD+7.5% |
| 1Y+13.9% |
| Since incept. (ann.)+11.1% |
Total return through 2026-07-29 · series begins 2024-10-21. Only the windows this history actually covers are shown.
| Ann. volatility (1Y)6.0% |
| Ann. volatility (3Y)7.5% |
| Sharpe (1Y)2.21 |
| Sharpe (3Y)1.48 |
| Max drawdown (1Y)−3.7% |
| Max drawdown (3Y)−8.3% |
| Beta (3Y vs SPY)0.45 |
Daily simple returns, annualized; drawdown is peak-to-trough within the window. Beta is the OLS slope of monthly returns on SPY's over three years. Each figure is labeled by the window it was measured over — they are not comparable across windows.
| Manager | Shares | Value | % sh out | QoQ |
|---|---|---|---|---|
| Investors Portfolio Services LLC | 500,724 | $17M | — | +10656.7% |
| SMART Wealth LLC | 156,939 | $5M | — | −1.3% |
| AXXCESS WEALTH MANAGEMENT, LLC | 143,783 | $5M | — | new |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 74,156 | $2M | — | +318.7% |
| Maia Wealth LLC | 62,172 | $2M | — | −1.9% |
| Capital Investment Advisory Services, LLC | 37,201 | $1M | — | new |
| Sigma Planning Corp | 35,302 | $1M | — | new |
| INDEPENDENT FINANCIAL GROUP, LLC | 22,373 | $752,400 | — | +7.7% |
Reported 13F long positions as filed for 2026-Q1 (change vs 2025-Q4). 13F covers US-listed long equity only — the sum is a LOWER BOUND on institutional ownership, never a total.
No reported quarters on file for DHDG.
