Birchcreek Wealth Management’s Dimensional International High Profitability ETF DIHP Stock Holding History

Birchcreek Wealth Management’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 Q2	–	Sell	-14,784	Closed	-$398K	–	157
2024 Q1	$398K	Sell	14,784 -328	-2%	-$8.52K	0.21%	102
2023 Q4	$388K	Buy	15,112 +56	+0.4%	+$1.34K	0.23%	92
2023 Q3	$349K	Buy	15,056 +85	+0.6%	+$2.06K	0.24%	96
2023 Q2	$366K	Sell	14,971 -732	-5%	-$17.8K	0.26%	94
2023 Q1	$380K	Buy	+15,703	New	+$370K	0.3%	84

Other funds holding DIHP

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

AWM

Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Birchcreek Wealth Management's DIHP Position: Q2 2024 in Review

Birchcreek Wealth Management sold out of Dimensional International High Profitability ETF (DIHP) in Q2 2024, closing a stake of 14,784 shares — an estimated $398K sold.

Birchcreek Wealth Management first reported a position in DIHP in Q1 2023 and held it in 5 quarters. The position peaked at $398K in Q1 2024. 191 funds tracked by Wall St. Rank hold DIHP as of Q2 2024.

Birchcreek Wealth Management reported no remaining Dimensional International High Profitability ETF position as of Q2 2024 after selling out during the quarter.
Birchcreek Wealth Management sold 14,784 Dimensional International High Profitability ETF shares in Q2 2024, an estimated $398K.
Birchcreek Wealth Management first reported a position in Dimensional International High Profitability ETF in Q1 2023 and held it in 5 quarters.
Birchcreek Wealth Management's Dimensional International High Profitability ETF position peaked at $398K in Q1 2024.
191 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q2 2024.

Based on Birchcreek Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.