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Robertson Stephens Wealth Management’s Dimensional International High Profitability ETF DIHP Stock Holding History

Robertson Stephens 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
Q2 		– Sell
-9,396
Closed -$253K – 502
2024
Q1 		$253K Sell
9,396
-24,365
-72% -$633K 0.01% 450
2023
Q4 		$866K Buy
33,761
+1,668
+5% +$39.9K 0.05% 237
2023
Q3 		$744K Buy
+32,093
New +$778K 0.05% 245

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
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 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
BSW
Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Robertson Stephens Wealth Management's DIHP Position: Q2 2024 in Review

Robertson Stephens Wealth Management sold out of Dimensional International High Profitability ETF (DIHP) in Q2 2024, closing a stake of 9,396 shares — an estimated $253K sold.

Robertson Stephens Wealth Management first reported a position in DIHP in Q3 2023 and held it in 3 quarters. The position peaked at $866K in Q4 2023. 191 funds tracked by Wall St. Rank hold DIHP as of Q2 2024.

  • Robertson Stephens Wealth Management reported no remaining Dimensional International High Profitability ETF position as of Q2 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 9,396 Dimensional International High Profitability ETF shares in Q2 2024, an estimated $253K.
  • Robertson Stephens Wealth Management first reported a position in Dimensional International High Profitability ETF in Q3 2023 and held it in 3 quarters.
  • Robertson Stephens Wealth Management's Dimensional International High Profitability ETF position peaked at $866K in Q4 2023.
  • 191 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q2 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.