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Colony Family Offices’s Dimensional International High Profitability ETF DIHP Stock Holding History

Colony Family Offices’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
2023
Q2 		– Sell
-4,610
Closed -$111K – 56
2023
Q1 		$111K Buy
+4,610
New +$109K 0.04% 82

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
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Colony Family Offices's DIHP Position: Q2 2023 in Review

Colony Family Offices sold out of Dimensional International High Profitability ETF (DIHP) in Q2 2023, closing a stake of 4,610 shares — an estimated $111K sold.

Colony Family Offices first reported a position in DIHP in Q1 2023 and held it in 1 quarter. The position peaked at $111K in Q1 2023. 123 funds tracked by Wall St. Rank hold DIHP as of Q2 2023.

  • Colony Family Offices reported no remaining Dimensional International High Profitability ETF position as of Q2 2023 after selling out during the quarter.
  • Colony Family Offices sold 4,610 Dimensional International High Profitability ETF shares in Q2 2023, an estimated $111K.
  • Colony Family Offices first reported a position in Dimensional International High Profitability ETF in Q1 2023 and held it in 1 quarter.
  • Colony Family Offices's Dimensional International High Profitability ETF position peaked at $111K in Q1 2023.
  • 123 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q2 2023.

Based on Colony Family Offices's 13F filing for Q2 2023, filed 27 Jul 2023.