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

WealthSource 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
2023 Q4	$750K	Sell	29,218 -282	-1%	-$6.74K	0.05%	241
2023 Q3	$684K	Buy	29,500 +36	+0.1%	+$872	0.05%	244
2023 Q2	$721K	Sell	29,464 -294	-1%	-$7.17K	0.05%	247
2023 Q1	$720K	Sell	29,758 -10,253	-26%	-$241K	0.05%	236
2022 Q4	$882K	Sell	40,011 -779	-2%	-$16.6K	0.06%	211
2022 Q3	$778K	Buy	40,790 +12,899	+46%	+$276K	0.06%	228
2022 Q2	$596K	Buy	+27,891	New	+$646K	0.04%	271

Other funds holding DIHP

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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 Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HPA

High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return

WealthSource Partners's DIHP Position: Q4 2023 in Review

WealthSource Partners reduced its Dimensional International High Profitability ETF (DIHP) stake by 0.96% in Q4 2023, selling an estimated $6.74K and leaving 29,218 shares worth $750K. The position accounts for 0.05% of the portfolio, ranked #241.

WealthSource Partners first reported a position in DIHP in Q2 2022 and has held it in 7 quarters since. The position peaked at $882K in Q4 2022. 167 funds tracked by Wall St. Rank hold DIHP as of Q4 2023.

WealthSource Partners held 29,218 shares of Dimensional International High Profitability ETF worth $750K as of Q4 2023.
WealthSource Partners sold 282 Dimensional International High Profitability ETF shares in Q4 2023, an estimated $6.74K.
Dimensional International High Profitability ETF made up 0.05% of WealthSource Partners's portfolio in Q4 2023, its #241 holding.
WealthSource Partners first reported a position in Dimensional International High Profitability ETF in Q2 2022 and has held it in 7 quarters since.
WealthSource Partners's Dimensional International High Profitability ETF position peaked at $882K in Q4 2022.
167 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q4 2023.

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