VWM
DIHP icon

Valley Wealth Managers’s Dimensional International High Profitability ETF DIHP Stock Holding History

Valley Wealth Managers’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
Q4 		– Sell
-252
Closed -$5.84K – 356
2023
Q3 		$5.84K Buy
+252
New +$6.11K ﹤0.01% 306

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
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

Valley Wealth Managers's DIHP Position: Q4 2023 in Review

Valley Wealth Managers sold out of Dimensional International High Profitability ETF (DIHP) in Q4 2023, closing a stake of 252 shares — an estimated $5.84K sold.

Valley Wealth Managers first reported a position in DIHP in Q3 2023 and held it in 1 quarter. The position peaked at $5.84K in Q3 2023. 166 funds tracked by Wall St. Rank hold DIHP as of Q4 2023.

  • Valley Wealth Managers reported no remaining Dimensional International High Profitability ETF position as of Q4 2023 after selling out during the quarter.
  • Valley Wealth Managers sold 252 Dimensional International High Profitability ETF shares in Q4 2023, an estimated $5.84K.
  • Valley Wealth Managers first reported a position in Dimensional International High Profitability ETF in Q3 2023 and held it in 1 quarter.
  • Valley Wealth Managers's Dimensional International High Profitability ETF position peaked at $5.84K in Q3 2023.
  • 166 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q4 2023.

Based on Valley Wealth Managers's 13F filing for Q4 2023, filed 7 Feb 2024.