Dimensional Emrg MRK Hi ProfDEHPETF

13F holders, Q3 2024 (September 30)
67holders +3
9new positions
6sold out
$26.87avg. 13F price*

At the end of Q3 2024, 67 institutions reported holding Dimensional Emrg MRK Hi Prof (DEHP) in their 13F filings, up 3 from Q2 2024. 9 opened new positions and 6 sold out. The largest holders were Unison Advisors LLC ($33.1M), Beacon Pointe Advisors, LLC ($12.9M) and Quadcap Wealth Management, LLC ($6.5M).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions9$13.5M
Exits6$36.2M

All 13F filers, Q2 2024 → Q3 2024: 730,572 shares bought and 1,780,548 shares sold, net −1,049,976 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 67 holders

Unison Advisors LLC 3.98% Reduce -2.5% 1,230,422 $33.1M
Beacon Pointe Advisors, LLC 0.15% Add +2.6% 478,943 $12.9M
Quadcap Wealth Management, LLC 1.02% Add +11.8% 243,432 $6.5M
Wealthspire Advisors, LLC 0.07% New 239,708 $6.4M
DiNuzzo Private Wealth, Inc. 0.73% Add +1.4% 221,642 $6.0M
RFG Advisory, LLC 0.18% Add +7.6% 221,638 $6.0M
Retirement Solution LLC 1.44% Reduce -1.2% 220,541 $5.9M
NewEdge Advisors, LLC 0.03% Add +64.9% 183,948 $4.9M
Vestmark Advisory Solutions, Inc. 0.17% Add +12.4% 173,366 $4.7M
Fortress Wealth Management, Inc. 1.73% New 128,743 $3.5M
von Borstel & Associates, Inc. 1.93% — 126,530 $3.4M
Chicago Partners Investment Group LLC 0.12% Add +1.1% 128,072 $3.4M
Envestnet Asset Management Inc. 0.00% Add +5.3% 117,580 $3.2M
Commonwealth Equity Services, LLC 0.00% Add +1.9% 116,860 $3.1M
Sequoia Financial Advisors, LLC 0.03% Add +8.0% 88,784 $2.4M
Savant Capital, LLC 0.02% New 83,831 $2.3M
Meredith Wealth Planning 0.96% Add +9.4% 74,809 $2.0M
Jane Street Group, LLC 0.00% Reduce -75.7% 73,895 $2.0M
Applied Capital LLC 0.90% Add +3.0% 65,017 $1.7M
Alpha Financial Advisors, LLC 0.71% Reduce -0.1% 59,513 $1.6M
Lodestone Wealth Management LLC 0.69% Reduce -3.2% 49,298 $1.4M
Abel Hall, LLC 0.90% Reduce -1.0% 50,905 $1.4M
JPMorgan Chase & Co. 0.00% Reduce -0.8% 50,042 $1.3M
Yeomans Consulting Group, Inc. 0.50% Add +2.4% 49,642 $1.3M
Osaic Holdings, Inc. 0.00% Add +29.8% 47,533 $1.3M
Bank of America Corp. 0.00% Add +16.9% 43,575 $1.2M
Mills Wealth Advisors LLC 0.76% Reduce -3.3% 41,198 $1.1M
Evanson Asset Management, LLC 0.08% Add +14.8% 40,501 $1.1M
Betterment LLC 0.00% Add +6.8% 37,340 $1.0M
Corus Family Wealth Advisors 0.71% Add +103.2% 37,005 $994K
Tortoise Investment Management, LLC 0.10% Reduce -9.1% 36,217 $973K
HM Payson & Co. 0.02% Add +2.6% 33,522 $901K
Integrated Wealth Concepts LLC 0.01% Add +0.9% 28,711 $771K
OneDigital Investment Advisors LLC 0.01% Add +2.0% 26,247 $705K
Altiora Financial Group, LLC 0.15% New 25,480 $685K
RCS Financial Planning, LLC 0.29% Reduce -2.0% 19,183 $515K
Glass Jacobson Investment Advisors llc 0.17% Reduce -7.2% 18,891 $508K
Kestra Advisory Services, LLC 0.00% Add +24.0% 18,502 $497K
UBS Group AG 0.00% Reduce -41.9% 16,928 $455K
Two West Capital Advisors LLC 0.36% Add +3.2% 16,601 $446K
Sax Wealth Advisors, LLC 0.04% No change 15,225 $409K
Truist Financial Corp. 0.00% Add +5.1% 14,794 $398K
Firethorn Wealth Partners, LLC 0.20% Reduce -3.5% 14,624 $393K
HighTower Advisors, LLC 0.00% No change 14,024 $377K
Wealthcare Advisory Partners LLC 0.01% Add +13.2% 12,106 $325K
Bank of Montreal 0.00% Reduce -80.1% 12,590 $319K
LPL Financial LLC 0.00% Add +34.5% 11,274 $303K
Rehmann Capital Advisory Group 0.02% Add +0.3% 10,520 $283K
SageView Advisory Group, LLC 0.01% Reduce -86.0% 8,543 $230K
Arrowroot Family Office, LLC 0.13% No change 8,464 $227K
Park Avenue Securities LLC 0.00% New 8,114 $218K
Nwam LLC 0.01% New 7,738 $208K
GeoWealth Management, LLC 0.00% New 4,836 $130K
Capital Investment Advisory Services, LLC 0.01% Reduce -7.9% 2,906 $78K
Lam Group, Inc. 0.05% Add +0.4% 2,655 $71K
Citigroup Inc. 0.00% New 2,315 $62K
Allworth Financial LP 0.00% Reduce -16.1% 1,810 $49K
Maryland Capital Advisors Inc. 0.02% Add +153.5% 1,559 $42K
Aspire Wealth Management Corp 0.02% No change 1,488 $40K
Royal Bank of Canada 0.00% Reduce -93.8% 1,420 $38K
Aspire Private Capital, LLC 0.01% Reduce -7.5% 1,390 $37K
Aptus Capital Advisors, LLC 0.00% New 560 $15K
Steward Partners Investment Advisory, LLC 0.00% No change 400 $11K
Farther Finance Advisors, LLC 0.00% Add +64.2% 376 $10K
Comerica Bank 0.00% No change 125 $3K
O'shaughnessy Asset Management, LLC 0.00% Reduce -24.1% 107 $3K
Principal Securities, Inc. 0.00% No change 76 $2K

"% 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.