Sax Wealth Advisors’s Dimensional Emerging Markets High Profitability ETF DEHP Stock Holding History

Sax Wealth Advisors’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
2026 Q2	$323K	Hold	9,570	–	–	0.01%	430
2026 Q1	$309K	Hold	9,570	–	–	0.02%	377
2025 Q4	$309K	Hold	9,570	–	–	0.01%	387
2025 Q3	$292K	Sell	9,570 -1,303	-12%	-$38K	0.02%	353
2025 Q2	$304K	Sell	10,873 -180	-2%	-$4.69K	0.02%	333
2025 Q1	$279K	Sell	11,053 -1,300	-11%	-$33K	0.02%	307
2024 Q4	$306K	Sell	12,353 -2,872	-19%	-$74.3K	0.02%	261
2024 Q3	$409K	Hold	15,225	–	–	0.04%	178
2024 Q2	$396K	Sell	15,225 -1,860	-11%	-$47.2K	0.04%	171
2024 Q1	$424K	Sell	17,085 -1,243	-7%	-$29.9K	0.05%	126
2023 Q4	$444K	Buy	18,328 +685	+4%	+$15.8K	0.07%	128
2023 Q3	$400K	Buy	17,643 +872	+5%	+$20.6K	0.08%	122
2023 Q2	$398K	Hold	16,771	–	–	0.08%	131
2023 Q1	$396K	Buy	16,771 +1,525	+10%	+$36.1K	0.09%	123
2022 Q4	$339K	Buy	+15,246	New	+$329K	0.08%	126

Other funds holding DEHP

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Wealth Advisors Northwest Portland, Oregon $293M AUM 20.12% 1-Year Est. Return

Mills Wealth Advisors Southlake, Texas $318M AUM 14.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $230M AUM

Outbound Financial Inc Boulder, Colorado $154M AUM 16.38% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Firethorn Wealth Partners Augusta, Georgia $310M AUM 23.22% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return