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Steward Financial Group’s Dimensional International High Profitability ETF DIHP Stock Holding History

Steward Financial Group’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
2023
Q3 		$858K Buy
+37,030
New +$897K 0.27% 26

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
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Steward Financial Group's DIHP Position: Q3 2023 in Review

Steward Financial Group opened a new position in Dimensional International High Profitability ETF (DIHP) in Q3 2023: 37,030 shares worth $858K. The stake represents 0.27% of the portfolio and ranks #26 among its holdings.

139 funds tracked by Wall St. Rank hold DIHP as of Q3 2023.

  • Steward Financial Group held 37,030 shares of Dimensional International High Profitability ETF worth $858K as of Q3 2023.
  • Dimensional International High Profitability ETF was a new Steward Financial Group position in Q3 2023.
  • Dimensional International High Profitability ETF made up 0.27% of Steward Financial Group's portfolio in Q3 2023, its #26 holding.
  • 139 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.