Dimensional Emrg MRK Hi ProfDEHPETF
13F holders, Q2 2024 (June 30)64holders +7
9new positions
4sold out
$26.11avg. 13F price*
At the end of Q2 2024, 64 institutions reported holding Dimensional Emrg MRK Hi Prof (DEHP) in their 13F filings, up 7 from Q1 2024. 9 opened new positions and 4 sold out. The largest holders were Unison Advisors LLC ($32.8M), Elser Financial Planning, Inc ($24.0M) and Beacon Pointe Advisors, LLC ($12.1M).
- Company
- Dimensional Emrg MRK Hi Prof
- CUSIP
- 25434V757
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $1.9M |
| Exits | 4 | $1.2M |
All 13F filers, Q1 2024 → Q2 2024: 686,258 shares bought and 1,492,525 shares sold, net −806,267 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 64 holders
| Unison Advisors LLC | 4.12% | Reduce -50.6% | 1,262,206 | $32.8M |
| Elser Financial Planning, Inc | 4.00% | — | 896,368 | $24.0M |
| Beacon Pointe Advisors, LLC | 0.14% | Add +4.2% | 466,695 | $12.1M |
| Symmetry Partners, LLC | 0.57% | Reduce -20.3% | 427,181 | $11.1M |
| Jane Street Group, LLC | 0.01% | Add +167.7% | 304,577 | $7.9M |
| Retirement Solution LLC | 1.56% | Add +111.9% | 223,188 | $5.8M |
| DiNuzzo Private Wealth, Inc. | 0.77% | Add +1.5% | 218,648 | $5.7M |
| Quadcap Wealth Management, LLC | 1.02% | Add +25.8% | 217,830 | $5.7M |
| RFG Advisory, LLC | 0.17% | Add +2.9% | 205,914 | $5.4M |
| Vestmark Advisory Solutions, Inc. | 0.17% | Reduce -5.2% | 154,182 | $4.0M |
| Chicago Partners Investment Group LLC | 0.12% | Add +12.6% | 126,621 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +6.9% | 114,695 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +6.2% | 111,654 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Add +1.6% | 111,527 | $2.9M |
| Walden Wealth Partners LLC | 1.62% | Add +2.8% | 111,306 | $2.9M |
| Sequoia Financial Advisors, LLC | 0.03% | Add +15.1% | 82,243 | $2.1M |
| Meredith Wealth Planning | 0.93% | Add +15.2% | 68,377 | $1.8M |
| Bank of Montreal | 0.00% | Add +99.2% | 63,264 | $1.7M |
| Applied Capital LLC | 0.94% | Reduce -2.0% | 63,109 | $1.6M |
| SageView Advisory Group, LLC | 0.10% | Add +633.9% | 61,256 | $1.6M |
| Alpha Financial Advisors, LLC | 0.75% | Add +0.4% | 59,582 | $1.6M |
| Lodestone Wealth Management LLC | 0.72% | Add +30.8% | 50,944 | $1.4M |
| Abel Hall, LLC | 0.95% | Add +4.2% | 51,435 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +0.5% | 50,431 | $1.3M |
| Yeomans Consulting Group, Inc. | 0.49% | Add +2.5% | 48,493 | $1.3M |
| Mills Wealth Advisors LLC | 0.79% | Reduce -0.6% | 42,589 | $1.1M |
| Tortoise Investment Management, LLC | 0.12% | Add +15.6% | 39,852 | $1.0M |
| Bank of America Corp. | 0.00% | Add +21.1% | 37,262 | $970K |
| Osaic Holdings, Inc. | 0.00% | Add +184.4% | 36,616 | $953K |
| Evanson Asset Management, LLC | 0.07% | Add +14.7% | 35,276 | $918K |
| Betterment LLC | 0.00% | Add +12.4% | 34,976 | $910K |
| HM Payson & Co. | 0.02% | No change | 32,672 | $850K |
| UBS Group AG | 0.00% | No change | 29,150 | $758K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.8% | 28,450 | $740K |
| OneDigital Investment Advisors LLC | 0.01% | New | 25,725 | $669K |
| Royal Bank of Canada | 0.00% | Add +1533.8% | 22,972 | $598K |
| Glass Jacobson Investment Advisors llc | 0.19% | Add +11.9% | 20,363 | $530K |
| RCS Financial Planning, LLC | 0.30% | Reduce -55.8% | 19,571 | $509K |
| Flow Traders U.S. LLC | 0.02% | New | 18,026 | $469K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +11.4% | 17,981 | $468K |
| Corus Family Wealth Advisors | 0.39% | No change | 18,212 | $452K |
| Two West Capital Advisors LLC | 0.40% | — | 16,080 | $418K |
| Sax Wealth Advisors, LLC | 0.04% | Reduce -10.9% | 15,225 | $396K |
| Firethorn Wealth Partners, LLC | 0.22% | Add +13.3% | 15,149 | $394K |
| Kestra Advisory Services, LLC | 0.00% | Add +40.2% | 14,923 | $388K |
| Truist Financial Corp. | 0.00% | Add +13.4% | 14,071 | $366K |
| HighTower Advisors, LLC | 0.00% | Reduce -5.9% | 14,024 | $365K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 10,696 | $278K |
| Rehmann Capital Advisory Group | 0.02% | Add +5.8% | 10,491 | $273K |
| Arrowroot Family Office, LLC | 0.14% | New | 8,464 | $220K |
| LPL Financial LLC | 0.00% | New | 8,380 | $218K |
| Old Mission Capital LLC | 0.01% | Reduce -44.3% | 7,887 | $205K |
| Capital Investment Advisory Services, LLC | 0.01% | Add +9.4% | 3,155 | $82K |
| Lam Group, Inc. | 0.06% | No change | 2,645 | $69K |
| Allworth Financial LP | 0.00% | New | 2,157 | $56K |
| Aspire Private Capital, LLC | 0.01% | Add +10.7% | 1,503 | $39K |
| Aspire Wealth Management Corp | 0.02% | No change | 1,488 | $39K |
| Maryland Capital Advisors Inc. | 0.01% | Add +158.4% | 615 | $16K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 400 | $10K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -29.1% | 229 | $6K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 141 | $4K |
| Comerica Bank | 0.00% | Reduce -15.0% | 125 | $3K |
| Principal Securities, Inc. | 0.00% | New | 76 | $2K |
| Innealta Capital, LLC | 0.00% | New | 43 | $1K |
"% 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.