LWM
DEHP icon

Lodestone Wealth Management’s Dimensional Emerging Markets High Profitability ETF DEHP Stock Holding History

Lodestone Wealth Management’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
Q4 		– Sell
-49,298
Closed -$1.39M – 154
2024
Q3 		$1.39M Sell
49,298
-1,646
-3% -$42.5K 0.69% 55
2024
Q2 		$1.36M Buy
50,944
+11,988
+31% +$304K 0.72% 53
2024
Q1 		$993K Buy
38,956
+1,504
+4% +$36.2K 0.52% 60
2023
Q4 		$935K Buy
37,452
+3,431
+10% +$79.1K 0.54% 60
2023
Q3 		$793K Buy
34,021
+10,338
+44% +$244K 0.56% 57
2023
Q2 		$570K Buy
+23,683
New +$557K 0.39% 69

Other funds holding DEHP

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 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
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
VBA
von Borstel & Associates The Dalles, Oregon $437M AUM 17.93% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
FWM
Fortress Wealth Management Culver City, California $225M AUM 11.46% 1-Year Est. Return

Lodestone Wealth Management's DEHP Position: Q4 2024 in Review

Lodestone Wealth Management sold out of Dimensional Emerging Markets High Profitability ETF (DEHP) in Q4 2024, closing a stake of 49,298 shares — an estimated $1.39M sold.

Lodestone Wealth Management first reported a position in DEHP in Q2 2023 and held it in 6 quarters. The position peaked at $1.39M in Q3 2024. 79 funds tracked by Wall St. Rank hold DEHP as of Q4 2024.

  • Lodestone Wealth Management reported no remaining Dimensional Emerging Markets High Profitability ETF position as of Q4 2024 after selling out during the quarter.
  • Lodestone Wealth Management sold 49,298 Dimensional Emerging Markets High Profitability ETF shares in Q4 2024, an estimated $1.39M.
  • Lodestone Wealth Management first reported a position in Dimensional Emerging Markets High Profitability ETF in Q2 2023 and held it in 6 quarters.
  • Lodestone Wealth Management's Dimensional Emerging Markets High Profitability ETF position peaked at $1.39M in Q3 2024.
  • 79 funds tracked by Wall St. Rank held Dimensional Emerging Markets High Profitability ETF as of Q4 2024.

Based on Lodestone Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.