CWM
DIHP icon

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

Castle 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
2022
Q3 		– Sell
-18
Closed – – 685
2022
Q2 		$0 Buy
+18
New +$417 ﹤0.01% 676

Other funds holding DIHP

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SAM
Satovsky Asset Management New York $566M AUM 15.8% 1-Year Est. Return
DY
Dowling & Yahnke San Diego, California $2.15B AUM 10.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 20.44% 1-Year Est. Return

Castle Wealth Management's DIHP Position: Q3 2022 in Review

Castle Wealth Management sold out of Dimensional International High Profitability ETF (DIHP) in Q3 2022, closing a stake of 18 shares.

Castle Wealth Management first reported a position in DIHP in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 56 funds tracked by Wall St. Rank hold DIHP as of Q3 2022.

  • Castle Wealth Management reported no remaining Dimensional International High Profitability ETF position as of Q3 2022 after selling out during the quarter.
  • Castle Wealth Management sold 18 Dimensional International High Profitability ETF shares in Q3 2022.
  • Castle Wealth Management first reported a position in Dimensional International High Profitability ETF in Q2 2022 and held it in 1 quarter.
  • Castle Wealth Management's Dimensional International High Profitability ETF position peaked at $0 in Q2 2022.
  • 56 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q3 2022.

Based on Castle Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.