EFP
DEHP icon

Elser Financial Planning’s Dimensional Emerging Markets High Profitability ETF DEHP Stock Holding History

Elser Financial Planning’s Portfolio DEHP Stock Details DEHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-896,368
Closed -$24M – 71
2024
Q2 		$24M Buy
+896,368
New +$22.8M 4% 9

Other funds holding DEHP

UA
Unison Advisors Washington, District of Columbia $1.32B AUM 20.39% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $879M AUM 22.03% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
FWM
Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return

Elser Financial Planning's DEHP Position: Q3 2024 in Review

Elser Financial Planning sold out of Dimensional Emerging Markets High Profitability ETF (DEHP) in Q3 2024, closing a stake of 896,368 shares — an estimated $24M sold.

Elser Financial Planning first reported a position in DEHP in Q2 2024 and held it in 1 quarter. The position peaked at $24M in Q2 2024. 67 funds tracked by Wall St. Rank hold DEHP as of Q3 2024.

  • Elser Financial Planning reported no remaining Dimensional Emerging Markets High Profitability ETF position as of Q3 2024 after selling out during the quarter.
  • Elser Financial Planning sold 896,368 Dimensional Emerging Markets High Profitability ETF shares in Q3 2024, an estimated $24M.
  • Elser Financial Planning first reported a position in Dimensional Emerging Markets High Profitability ETF in Q2 2024 and held it in 1 quarter.
  • Elser Financial Planning's Dimensional Emerging Markets High Profitability ETF position peaked at $24M in Q2 2024.
  • 67 funds tracked by Wall St. Rank held Dimensional Emerging Markets High Profitability ETF as of Q3 2024.

Based on Elser Financial Planning's 13F filing for Q3 2024, filed 17 Oct 2024.