Dimensional Emrg MRK Hi ProfDEHPETF

13F holders, Q1 2024 (March 31)
57holders
$24.82avg. 13F price*

At the end of Q1 2024, 57 institutions reported holding Dimensional Emrg MRK Hi Prof (DEHP) in their 13F filings. The largest holders were Unison Advisors LLC ($63.4M), Symmetry Partners, LLC ($13.3M) and Beacon Pointe Advisors, LLC ($11.1M).

Company
Dimensional Emrg MRK Hi Prof
CUSIP
25434V757
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 57Q1 2024Q2 2024: 64Q2 2024Q3 2024: 67Q3 2024Q4 2024: 79Q4 2024Q1 2025: 77Q1 2025Q2 2025: 89Q2 2025Q3 2025: 93Q3 2025Q4 2025: 112Q4 2025Q1 2026: 125Q1 2026Q2 2026: 140Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions9$2.7M
Exits8$7.8M

Ownership 57 holders

Unison Advisors LLC 6.26% Add +2.9% 2,554,921 $63.4M
Symmetry Partners, LLC 1.04% Reduce -14.2% 535,773 $13.3M
Beacon Pointe Advisors, LLC 0.12% Add +5.0% 447,965 $11.1M
DiNuzzo Private Wealth, Inc. 0.72% Add +0.7% 215,443 $5.3M
RFG Advisory, LLC 0.17% Add +3.7% 200,118 $5.0M
Quadcap Wealth Management, LLC 0.98% Add +27.5% 173,227 $4.3M
Vestmark Advisory Solutions, Inc. 0.17% Add +18.5% 162,621 $4.0M
Jane Street Group, LLC 0.00% Reduce -55.9% 113,765 $2.8M
Chicago Partners Investment Group LLC 0.12% Add +163.0% 112,499 $2.7M
NewEdge Advisors, LLC 0.02% Add +17.4% 109,817 $2.7M
Walden Wealth Partners LLC 1.57% Add +8.3% 108,311 $2.7M
Commonwealth Equity Services, LLC 0.00% Add +15.0% 107,299 $2.7M
Retirement Solution LLC 0.71% Add +0.8% 105,327 $2.6M
Envestnet Asset Management Inc. 0.00% Add +472.3% 105,146 $2.6M
Sequoia Financial Advisors, LLC 0.02% Add +10.9% 71,448 $1.8M
Applied Capital LLC 0.95% Add +3.7% 64,432 $1.6M
Alpha Financial Advisors, LLC 0.69% Reduce -1.7% 59,363 $1.5M
Meredith Wealth Planning 0.82% Add +12.2% 59,332 $1.5M
JPMorgan Chase & Co. 0.00% Add +4.2% 50,194 $1.2M
Abel Hall, LLC 0.92% Add +1.9% 49,361 $1.2M
Yeomans Consulting Group, Inc. 0.51% Add +2.9% 47,324 $1.2M
RCS Financial Planning, LLC 0.68% Reduce -12.4% 44,303 $1.1M
Mills Wealth Advisors LLC 0.78% Add +11.4% 42,859 $1.1M
Lodestone Wealth Management LLC 0.52% Add +4.0% 38,956 $993K
Tortoise Investment Management, LLC 0.10% Add +8.7% 34,467 $855K
HM Payson & Co. 0.02% New 32,672 $811K
Bank of Montreal 0.00% New 31,759 $788K
Betterment LLC 0.00% Add +26.6% 31,121 $772K
Bank of America Corp. 0.00% Add +73.4% 30,779 $764K
Evanson Asset Management, LLC 0.06% Add +35.6% 30,755 $763K
UBS Group AG 0.00% Add +28.4% 29,150 $724K
Integrated Wealth Concepts LLC 0.01% Add +0.1% 28,224 $701K
Lincoln National Corp. 0.01% Add +3.4% 23,183 $575K
Goldman Sachs Group Inc. 0.00% New 23,176 $575K
Corus Family Wealth Advisors 0.39% Add +41.7% 18,212 $452K
Glass Jacobson Investment Advisors llc 0.17% Add +0.3% 18,199 $452K
Sax Wealth Advisors, LLC 0.05% Reduce -6.8% 17,085 $424K
Cambridge Investment Research Advisors, Inc. 0.00% Add +21.0% 16,138 $401K
HighTower Advisors, LLC 0.00% Add +0.8% 14,901 $370K
Old Mission Capital LLC 0.01% Reduce -74.6% 14,155 $351K
Firethorn Wealth Partners, LLC 0.20% Add +51.5% 13,372 $332K
Osaic Holdings, Inc. 0.00% Reduce -5.2% 12,873 $320K
Truist Financial Corp. 0.00% Reduce -0.0% 12,413 $308K
Kestra Advisory Services, LLC 0.00% New 10,646 $264K
Rehmann Capital Advisory Group 0.02% New 9,911 $246K
SageView Advisory Group, LLC 0.01% Reduce -84.4% 8,347 $207K
Capital Investment Advisory Services, LLC 0.01% Add +2595.3% 2,884 $72K
Lam Group, Inc. 0.05% Add +368.1% 2,645 $66K
Aspire Wealth Management Corp 0.02% Add +6.7% 1,488 $37K
Royal Bank of Canada 0.00% New 1,406 $35K
Aspire Private Capital, LLC 0.01% Add +30.3% 1,358 $34K
Plante Moran Financial Advisors, LLC 0.00% New 666 $17K
Steward Partners Investment Advisory, LLC 0.00% No change 400 $10K
Farther Finance Advisors, LLC 0.00% Reduce -74.2% 323 $8K
Mather Group, Llc. 0.00% New 308 $7K
Maryland Capital Advisors Inc. 0.00% New 238 $6K
Comerica Bank 0.00% Add +1.4% 147 $4K

"% of holder's portfolio" is DEHP's weight in each manager's 13F, not the share of Dimensional Emrg MRK Hi Prof the manager owns.