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Walden Wealth Partners’s Dimensional International High Profitability ETF DIHP Stock Holding History

Walden Wealth Partners’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 		$9M Buy
341,981
+8,934
+3% +$237K 5.02% 6
2024
Q1 		$8.85M Buy
333,047
+25,600
+8% +$665K 5.14% 5
2023
Q4 		$7.89M Buy
+307,447
New +$7.35M 4.97% 6

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

Walden Wealth Partners's DIHP Position: Q2 2024 in Review

Walden Wealth Partners increased its Dimensional International High Profitability ETF (DIHP) stake by 2.7% in Q2 2024, buying an estimated $237K and bringing the position to 341,981 shares worth $9M. The position accounts for 5.02% of the portfolio, ranked #6.

Walden Wealth Partners first reported a position in DIHP in Q4 2023 and has held it in 3 quarters since. 191 funds tracked by Wall St. Rank hold DIHP as of Q2 2024.

  • Walden Wealth Partners held 341,981 shares of Dimensional International High Profitability ETF worth $9M as of Q2 2024.
  • Walden Wealth Partners bought 8,934 Dimensional International High Profitability ETF shares in Q2 2024, an estimated $237K.
  • Dimensional International High Profitability ETF made up 5.02% of Walden Wealth Partners's portfolio in Q2 2024, its #6 holding.
  • Walden Wealth Partners first reported a position in Dimensional International High Profitability ETF in Q4 2023 and has held it in 3 quarters since.
  • 191 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.