FFM
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Forum Financial Management’s Dimensional International High Profitability ETF DIHP Stock Holding History

Forum Financial 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
2026
Q1 		$202M Sell
6,257,568
-12,272
-0.2% -$408K 2.85% 10
2025
Q4 		$199M Buy
6,269,840
+51,072
+0.8% +$1.59M 2.58% 10
2025
Q3 		$189M Buy
6,218,768
+221,807
+4% +$6.6M 2.59% 10
2025
Q2 		$177M Sell
5,996,961
-13,334
-0.2% -$375K 2.69% 10
2025
Q1 		$162M Sell
6,010,295
-212,358
-3% -$5.68M 2.68% 10
2024
Q4 		$157M Buy
6,222,653
+213,531
+4% +$5.61M 2.6% 10
2024
Q3 		$166M Buy
6,009,122
+218,714
+4% +$5.88M 2.77% 10
2024
Q2 		$152M Sell
5,790,408
-290,414
-5% -$7.71M 2.76% 10
2024
Q1 		$164M Sell
6,080,822
-113,268
-2% -$2.94M 2.8% 10
2023
Q4 		$159M Buy
6,194,090
+278,512
+5% +$6.66M 3% 9
2023
Q3 		$137M Buy
5,915,578
+754,781
+15% +$18.3M 3.03% 9
2023
Q2 		$126M Buy
5,160,797
+2,514,126
+95% +$61.3M 2.83% 9
2023
Q1 		$64M Buy
2,646,671
+747,634
+39% +$17.6M 1.85% 10
2022
Q4 		$41.9M Buy
1,899,037
+1,337,683
+238% +$28.5M 1.38% 13
2022
Q3 		$10.7M Buy
561,354
+479,222
+583% +$10.3M 0.52% 18
2022
Q2 		$1.75M Buy
+82,132
New +$1.9M 0.09% 72

Other funds holding DIHP

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFG
Premier Financial Group Eureka, California $587M AUM 21.88% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $9.79B AUM 18.41% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $17.8B AUM 21.2% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.8B AUM 14.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return