LF
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Lee Financial’s Dimensional International High Profitability ETF DIHP Stock Holding History

Lee Financial’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
2024
Q1 		– Sell
-11
Closed -$283 – 331
2023
Q4 		$283 Hold
11
– – ﹤0.01% 839
2023
Q3 		$256 Hold
11
– – ﹤0.01% 815
2023
Q2 		$270 Buy
+11
New +$268 ﹤0.01% 756

Other funds holding DIHP

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
BA
Bridgewater Advisors New York $1.68B AUM 20.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Lee Financial's DIHP Position: Q1 2024 in Review

Lee Financial sold out of Dimensional International High Profitability ETF (DIHP) in Q1 2024, closing a stake of 11 shares — an estimated $283 sold.

Lee Financial first reported a position in DIHP in Q2 2023 and held it in 3 quarters. The position peaked at $283 in Q4 2023. 175 funds tracked by Wall St. Rank hold DIHP as of Q1 2024.

  • Lee Financial reported no remaining Dimensional International High Profitability ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 11 Dimensional International High Profitability ETF shares in Q1 2024, an estimated $283.
  • Lee Financial first reported a position in Dimensional International High Profitability ETF in Q2 2023 and held it in 3 quarters.
  • Lee Financial's Dimensional International High Profitability ETF position peaked at $283 in Q4 2023.
  • 175 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.