PHWM
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Pine Harbor Wealth Management’s Dimensional International High Profitability ETF DIHP Stock Holding History

Pine Harbor Wealth 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
2024
Q1 		– Sell
-11,160
Closed -$286K – 99
2023
Q4 		$286K Buy
+11,160
New +$267K 0.22% 71

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FFM
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AP
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CCM
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MWM
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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

Pine Harbor Wealth Management's DIHP Position: Q1 2024 in Review

Pine Harbor Wealth Management sold out of Dimensional International High Profitability ETF (DIHP) in Q1 2024, closing a stake of 11,160 shares — an estimated $286K sold.

Pine Harbor Wealth Management first reported a position in DIHP in Q4 2023 and held it in 1 quarter. The position peaked at $286K in Q4 2023. 175 funds tracked by Wall St. Rank hold DIHP as of Q1 2024.

  • Pine Harbor Wealth Management reported no remaining Dimensional International High Profitability ETF position as of Q1 2024 after selling out during the quarter.
  • Pine Harbor Wealth Management sold 11,160 Dimensional International High Profitability ETF shares in Q1 2024, an estimated $286K.
  • Pine Harbor Wealth Management first reported a position in Dimensional International High Profitability ETF in Q4 2023 and held it in 1 quarter.
  • Pine Harbor Wealth Management's Dimensional International High Profitability ETF position peaked at $286K in Q4 2023.
  • 175 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q1 2024.

Based on Pine Harbor Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.