Sax Wealth Advisors
DIHP icon

Sax Wealth Advisors’s Dimensional International High Profitability ETF DIHP Stock Holding History

Sax Wealth Advisors’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
2026
Q3 		$11.2M Sell
333,428
-2,199
-0.7% -$76.2K 0.32% 49
2026
Q2 		$10.8M Sell
335,627
-11,180
-3% -$379K 0.44% 41
2026
Q1 		$11M Hold
346,807
– – 0.53% 30
2025
Q4 		$11M Buy
346,807
+1,767
+0.5% +$54.8K 0.52% 32
2025
Q3 		$10.5M Sell
345,040
-33,547
-9% -$999K 0.56% 31
2025
Q2 		$11.2M Sell
378,587
-55,574
-13% -$1.56M 0.67% 29
2025
Q1 		$11.7M Sell
434,161
-53,521
-11% -$1.43M 0.84% 22
2024
Q4 		$12.3M Sell
487,682
-263,156
-35% -$6.91M 0.96% 20
2024
Q3 		$20.8M Buy
750,838
+54,445
+8% +$1.46M 1.85% 14
2024
Q2 		$18.3M Buy
696,393
+71,485
+11% +$1.9M 1.75% 14
2024
Q1 		$16.8M Buy
624,908
+71,307
+13% +$1.85M 1.97% 13
2023
Q4 		$14.2M Buy
553,601
+116,010
+27% +$2.77M 2.32% 12
2023
Q3 		$10.1M Buy
437,591
+70,491
+19% +$1.71M 2% 14
2023
Q2 		$8.99M Buy
367,100
+97,394
+36% +$2.37M 1.79% 14
2023
Q1 		$6.52M Buy
269,706
+49,045
+22% +$1.15M 1.42% 20
2022
Q4 		$4.87M Buy
220,661
+98,012
+80% +$2.09M 1.12% 22
2022
Q3 		$2.34M Buy
122,649
+45,414
+59% +$972K 0.6% 33
2022
Q2 		$1.65M Buy
+77,235
New +$1.79M 0.42% 42

Other funds holding DIHP

Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Aprio Wealth Management
Aprio Wealth Management Atlanta, Georgia $2.2B AUM 16.74% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
High Probability Advisors
High Probability Advisors Pittsford, New York $892M AUM 11.11% 1-Year Est. Return
Petersen Hastings Wealth Advisors
Petersen Hastings Wealth Advisors Kennewick, Washington $1.21B AUM 9.84% 1-Year Est. Return
Financial Consulate
Financial Consulate Hunt Valley, Maryland $899M AUM 14.82% 1-Year Est. Return

Sax Wealth Advisors's DIHP Position: Q3 2026 in Review

Sax Wealth Advisors reduced its Dimensional International High Profitability ETF (DIHP) stake by 0.66% in Q3 2026, selling an estimated $76.2K and leaving 333,428 shares worth $11.2M. The position accounts for 0.32% of the portfolio, ranked #49.

Sax Wealth Advisors first reported a position in DIHP in Q2 2022 and has held it in 18 quarters since. The position peaked at $20.8M in Q3 2024. 147 funds tracked by Wall St. Rank hold DIHP as of Q3 2026.

  • Sax Wealth Advisors held 333,428 shares of Dimensional International High Profitability ETF worth $11.2M as of Q3 2026.
  • Sax Wealth Advisors sold 2,199 Dimensional International High Profitability ETF shares in Q3 2026, an estimated $76.2K.
  • Dimensional International High Profitability ETF made up 0.32% of Sax Wealth Advisors's portfolio in Q3 2026, its #49 holding.
  • Sax Wealth Advisors first reported a position in Dimensional International High Profitability ETF in Q2 2022 and has held it in 18 quarters since.
  • Sax Wealth Advisors's Dimensional International High Profitability ETF position peaked at $20.8M in Q3 2024.
  • 147 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.