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

Congress 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
2025
Q2 		$562K Buy
19,046
+1,085
+6% +$30.5K 0.01% 885
2025
Q1 		$486K Buy
+17,961
New +$480K 0.01% 824

Other funds holding DIHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CGL
Clarius Group LLC Seattle, Washington $1.75B AUM 19.04% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Congress Wealth Management's DIHP Position: Q2 2025 in Review

Congress Wealth Management increased its Dimensional International High Profitability ETF (DIHP) stake by 6% in Q2 2025, buying an estimated $30.5K and bringing the position to 19,046 shares worth $562K. The position accounts for 0.01% of the portfolio, ranked #885.

Congress Wealth Management first reported a position in DIHP in Q1 2025 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold DIHP as of Q2 2025.

  • Congress Wealth Management held 19,046 shares of Dimensional International High Profitability ETF worth $562K as of Q2 2025.
  • Congress Wealth Management bought 1,085 Dimensional International High Profitability ETF shares in Q2 2025, an estimated $30.5K.
  • Dimensional International High Profitability ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #885 holding.
  • Congress Wealth Management first reported a position in Dimensional International High Profitability ETF in Q1 2025 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.