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Atria Investments’s Dimensional International High Profitability ETF DIHP Stock Holding History

Atria Investments’s Portfolio DIHP Stock Details DIHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-35,857
Closed -$944K – 1928
2024
Q2 		$944K Sell
35,857
-14,905
-29% -$396K 0.01% 964
2024
Q1 		$1.37M Buy
50,762
+8,404
+20% +$218K 0.02% 808
2023
Q4 		$1.09M Buy
+42,358
New +$1.01M 0.02% 855

Other funds holding DIHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Atria Investments's DIHP Position: Q3 2024 in Review

Atria Investments sold out of Dimensional International High Profitability ETF (DIHP) in Q3 2024, closing a stake of 35,857 shares — an estimated $944K sold.

Atria Investments first reported a position in DIHP in Q4 2023 and held it in 3 quarters. The position peaked at $1.37M in Q1 2024. 196 funds tracked by Wall St. Rank hold DIHP as of Q3 2024.

  • Atria Investments reported no remaining Dimensional International High Profitability ETF position as of Q3 2024 after selling out during the quarter.
  • Atria Investments sold 35,857 Dimensional International High Profitability ETF shares in Q3 2024, an estimated $944K.
  • Atria Investments first reported a position in Dimensional International High Profitability ETF in Q4 2023 and held it in 3 quarters.
  • Atria Investments's Dimensional International High Profitability ETF position peaked at $1.37M in Q1 2024.
  • 196 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q3 2024.

Based on Atria Investments's 13F filing for Q3 2024, filed 1 Nov 2024.