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WealthSource Partners’s Dimensional Emerging Markets High Profitability ETF DEHP Stock Holding History

WealthSource Partners’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
2023
Q4 		$539K Sell
22,220
-1,764
-7% -$40.7K 0.04% 307
2023
Q3 		$543K Sell
23,984
-90
-0.4% -$2.13K 0.04% 291
2023
Q2 		$572K Buy
24,074
+689
+3% +$16.2K 0.04% 293
2023
Q1 		$553K Buy
23,385
+850
+4% +$20.1K 0.04% 293
2022
Q4 		$501K Buy
+22,535
New +$487K 0.04% 302

Other funds holding DEHP

UA
Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
VAS
Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return
QWM
Quadcap Wealth Management Frisco, Texas $1.03B AUM 28.22% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return

WealthSource Partners's DEHP Position: Q4 2023 in Review

WealthSource Partners reduced its Dimensional Emerging Markets High Profitability ETF (DEHP) stake by 7.4% in Q4 2023, selling an estimated $40.7K and leaving 22,220 shares worth $539K. The position accounts for 0.04% of the portfolio, ranked #307.

WealthSource Partners first reported a position in DEHP in Q4 2022 and has held it in 5 quarters since. The position peaked at $572K in Q2 2023. 58 funds tracked by Wall St. Rank hold DEHP as of Q4 2023.

  • WealthSource Partners held 22,220 shares of Dimensional Emerging Markets High Profitability ETF worth $539K as of Q4 2023.
  • WealthSource Partners sold 1,764 Dimensional Emerging Markets High Profitability ETF shares in Q4 2023, an estimated $40.7K.
  • Dimensional Emerging Markets High Profitability ETF made up 0.04% of WealthSource Partners's portfolio in Q4 2023, its #307 holding.
  • WealthSource Partners first reported a position in Dimensional Emerging Markets High Profitability ETF in Q4 2022 and has held it in 5 quarters since.
  • WealthSource Partners's Dimensional Emerging Markets High Profitability ETF position peaked at $572K in Q2 2023.
  • 58 funds tracked by Wall St. Rank held Dimensional Emerging Markets High Profitability ETF as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.