Heritage Wealth Management (Texas)’s Dimensional International High Profitability ETF DIHP Stock Holding History

Heritage Wealth Management (Texas)’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	–	Sell	-9,148	Closed	-$246K	–	38
2025 Q1	$246K	Buy	9,148 +23	+0.3%	+$615	0.14%	31
2024 Q4	$230K	Buy	9,125 +40	+0.4%	+$1.05K	0.14%	30
2024 Q3	$252K	Buy	9,085 +29	+0.3%	+$779	0.15%	32
2024 Q2	$238K	Buy	9,056 +80	+0.9%	+$2.12K	0.15%	34
2024 Q1	$242K	Buy	8,976 +18	+0.2%	+$467	0.16%	33
2023 Q4	$230K	Buy	8,958 +42	+0.5%	+$1K	0.16%	32
2023 Q3	$207K	Buy	8,916 +164	+2%	+$3.97K	0.19%	25
2023 Q2	$214K	Buy	8,752 +66	+0.8%	+$1.61K	0.19%	24
2023 Q1	$210K	Buy	+8,686	New	+$204K	0.2%	24

Other funds holding DIHP

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Heritage Wealth Management (Texas)'s DIHP Position: Q2 2025 in Review

Heritage Wealth Management (Texas) sold out of Dimensional International High Profitability ETF (DIHP) in Q2 2025, closing a stake of 9,148 shares — an estimated $246K sold.

Heritage Wealth Management (Texas) first reported a position in DIHP in Q1 2023 and held it in 9 quarters. The position peaked at $252K in Q3 2024. 274 funds tracked by Wall St. Rank hold DIHP as of Q2 2025.

Heritage Wealth Management (Texas) reported no remaining Dimensional International High Profitability ETF position as of Q2 2025 after selling out during the quarter.
Heritage Wealth Management (Texas) sold 9,148 Dimensional International High Profitability ETF shares in Q2 2025, an estimated $246K.
Heritage Wealth Management (Texas) first reported a position in Dimensional International High Profitability ETF in Q1 2023 and held it in 9 quarters.
Heritage Wealth Management (Texas)'s Dimensional International High Profitability ETF position peaked at $252K in Q3 2024.
274 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q2 2025.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q2 2025, filed 1 Aug 2025.