WFAG
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Wescott Financial Advisory Group’s Dimensional International High Profitability ETF DIHP Stock Holding History

Wescott Financial Advisory 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
Q1 		– Sell
-18,438
Closed -$407K – 161
2022
Q4 		$407K Buy
+18,438
New +$393K 0.09% 101

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CCM
Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 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
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
HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AWM
Aprio Wealth Management Atlanta, Georgia $1.83B AUM 18.24% 1-Year Est. Return

Wescott Financial Advisory Group's DIHP Position: Q1 2023 in Review

Wescott Financial Advisory Group sold out of Dimensional International High Profitability ETF (DIHP) in Q1 2023, closing a stake of 18,438 shares — an estimated $407K sold.

Wescott Financial Advisory Group first reported a position in DIHP in Q4 2022 and held it in 1 quarter. The position peaked at $407K in Q4 2022. 106 funds tracked by Wall St. Rank hold DIHP as of Q1 2023.

  • Wescott Financial Advisory Group reported no remaining Dimensional International High Profitability ETF position as of Q1 2023 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 18,438 Dimensional International High Profitability ETF shares in Q1 2023, an estimated $407K.
  • Wescott Financial Advisory Group first reported a position in Dimensional International High Profitability ETF in Q4 2022 and held it in 1 quarter.
  • Wescott Financial Advisory Group's Dimensional International High Profitability ETF position peaked at $407K in Q4 2022.
  • 106 funds tracked by Wall St. Rank held Dimensional International High Profitability ETF as of Q1 2023.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2023, filed 10 May 2023.