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

Envision 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
2026 Q2	$1.21M	Sell	28,359 -1,292	-4%	-$52K	0.39%	30
2026 Q1	$1M	Hold	29,651	–	–	0.36%	30
2025 Q4	$956K	Hold	29,651	–	–	0.36%	30
2025 Q3	$906K	Hold	29,651	–	–	0.38%	31
2025 Q2	$830K	Buy	+29,651	New	+$772K	0.39%	33
2024 Q1	–	Sell	-9,049	Closed	-$219K	–	30
2023 Q4	$219K	Buy	+9,049	New	+$209K	0.19%	29

Other funds holding DEHP

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

TAWM

Three Arch Wealth Management Irvine, California $652M AUM

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

VBA

von Borstel & Associates The Dalles, Oregon $488M AUM 19.82% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

UWM

United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Envision Financial Planning's DEHP Position: Q2 2026 in Review

Envision Financial Planning reduced its Dimensional Emerging Markets High Profitability ETF (DEHP) stake by 4.4% in Q2 2026, selling an estimated $52K and leaving 28,359 shares worth $1.21M. The position accounts for 0.39% of the portfolio, ranked #30.

Envision Financial Planning first reported a position in DEHP in Q4 2023 and has held it in 6 quarters since. 140 funds tracked by Wall St. Rank hold DEHP as of Q2 2026.

Envision Financial Planning held 28,359 shares of Dimensional Emerging Markets High Profitability ETF worth $1.21M as of Q2 2026.
Envision Financial Planning sold 1,292 Dimensional Emerging Markets High Profitability ETF shares in Q2 2026, an estimated $52K.
Dimensional Emerging Markets High Profitability ETF made up 0.39% of Envision Financial Planning's portfolio in Q2 2026, its #30 holding.
Envision Financial Planning first reported a position in Dimensional Emerging Markets High Profitability ETF in Q4 2023 and has held it in 6 quarters since.
140 funds tracked by Wall St. Rank held Dimensional Emerging Markets High Profitability ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.