Dimensional Emrg MRK Hi ProfDEHPETF

13F holders, Q4 2024 (December 31)
79holders +12
9new positions
5sold out
$24.68avg. 13F price*

At the end of Q4 2024, 79 institutions reported holding Dimensional Emrg MRK Hi Prof (DEHP) in their 13F filings, up 12 from Q3 2024. 9 opened new positions and 5 sold out. The largest holders were Unison Advisors LLC ($30.0M), Beacon Pointe Advisors, LLC ($11.9M) and Quadcap Wealth Management, LLC ($5.8M).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions9$2.1M
Exits5$2.0M

All 13F filers, Q3 2024 → Q4 2024: 411,125 shares bought and 252,628 shares sold, net +158,497 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 79 holders

Unison Advisors LLC 3.58% Reduce -1.3% 1,214,426 $30.0M
Beacon Pointe Advisors, LLC 0.13% Add +0.1% 479,412 $11.9M
Quadcap Wealth Management, LLC 0.85% Reduce -3.7% 234,423 $5.8M
RFG Advisory, LLC 0.16% Add +4.9% 232,529 $5.8M
DiNuzzo Private Wealth, Inc. 0.71% Add +1.7% 225,440 $5.6M
Retirement Solution LLC 1.42% Reduce -0.6% 219,158 $5.4M
von Borstel & Associates, Inc. 1.94% Add +58.4% 200,467 $5.0M
Vestmark Advisory Solutions, Inc. 0.17% Add +12.0% 194,236 $4.8M
NewEdge Advisors, LLC 0.03% Reduce -6.1% 172,695 $4.3M
Fortress Wealth Management, Inc. 1.87% Add +21.4% 156,276 $3.9M
Chicago Partners Investment Group LLC 0.11% Add +1.9% 130,554 $3.2M
United Wealth Management, LLC 1.08% — 129,678 $3.2M
Envestnet Asset Management Inc. 0.00% Add +7.5% 126,420 $3.1M
Jane Street Group, LLC 0.01% Add +69.1% 124,930 $3.1M
Wealthspire Advisors, LLC 0.03% Reduce -50.4% 118,805 $2.9M
Commonwealth Equity Services, LLC 0.00% Add +0.6% 117,497 $2.9M
Sequoia Financial Advisors, LLC 0.02% Add +4.0% 92,296 $2.3M
Meredith Wealth Planning 0.95% Add +15.7% 86,519 $2.1M
Savant Capital, LLC 0.02% Reduce -2.2% 81,965 $2.0M
Wealth Advisors Northwest LLC 1.36% — 80,730 $2.0M
Applied Capital LLC 0.87% Add +5.6% 68,672 $1.7M
Alpha Financial Advisors, LLC 0.66% Reduce -1.0% 58,918 $1.5M
Abel Hall, LLC 0.86% Add +7.1% 54,536 $1.3M
Old Mission Capital LLC 0.03% New 54,516 $1.3M
JPMorgan Chase & Co. 0.00% Add +6.8% 53,430 $1.3M
Bank of America Corp. 0.00% Add +20.9% 52,693 $1.3M
Osaic Holdings, Inc. 0.00% Add +9.7% 52,143 $1.3M
Yeomans Consulting Group, Inc. 0.47% Add +1.8% 50,548 $1.3M
Betterment LLC 0.00% Add +28.7% 48,062 $1.2M
Evanson Asset Management, LLC 0.07% Reduce -0.3% 40,394 $999K
Tableaux LLC 0.81% — 39,575 $979K
Mills Wealth Advisors LLC 0.54% Reduce -6.2% 38,630 $956K
Corus Family Wealth Advisors 0.61% Reduce -1.0% 36,637 $906K
Tortoise Investment Management, LLC 0.09% Reduce -1.9% 35,517 $879K
HM Payson & Co. 0.01% No change 33,522 $829K
Kestra Advisory Services, LLC 0.00% Add +72.3% 31,881 $789K
Integrated Wealth Concepts LLC 0.01% Add +9.0% 31,306 $775K
HighTower Advisors, LLC 0.00% Add +117.0% 30,428 $753K
OneDigital Investment Advisors LLC 0.01% Reduce -6.7% 24,488 $606K
Altiora Financial Group, LLC 0.10% Reduce -23.6% 19,468 $482K
RCS Financial Planning, LLC 0.25% Add +0.5% 19,273 $477K
Wealthcare Advisory Partners LLC 0.01% Add +48.1% 17,926 $443K
Two West Capital Advisors LLC 0.38% Add +6.6% 17,700 $438K
Park Avenue Securities LLC 0.00% Add +117.3% 17,628 $436K
Glass Jacobson Investment Advisors llc 0.14% Reduce -6.8% 17,616 $436K
UBS Group AG 0.00% Reduce -3.7% 16,300 $403K
Sutton Place Investors LLC 0.21% New 14,414 $357K
Firethorn Wealth Partners, LLC 0.17% Reduce -4.2% 14,006 $347K
Daner Wealth Management, LLC 0.23% — 12,616 $319K
LPL Financial LLC 0.00% Add +12.9% 12,732 $315K
Sax Wealth Advisors, LLC 0.02% Reduce -18.9% 12,353 $306K
Pacific Asset Management, LLC 0.28% — 12,233 $303K
Truist Financial Corp. 0.00% Reduce -21.0% 11,688 $289K
Pinney & Scofield, Inc. 0.22% — 11,613 $287K
Rehmann Capital Advisory Group 0.02% Add +2.7% 10,805 $267K
Vestment Financial LLC 0.20% — 10,467 $259K
Acorn Wealth Advisors, LLC 0.09% New 9,203 $228K
SageView Advisory Group, LLC 0.01% Add +0.8% 8,615 $213K
Arrowroot Family Office, LLC 0.11% Add +0.5% 8,506 $210K
GeoWealth Management, LLC 0.01% Add +52.8% 7,388 $183K
Citigroup Inc. 0.00% Add +134.4% 5,426 $134K
Lam Group, Inc. 0.07% Add +44.1% 3,825 $95K
Morgan Stanley 0.00% New 3,500 $87K
Capital Investment Advisory Services, LLC 0.01% Add +0.1% 2,909 $72K
Physician Wealth Advisors, Inc. 0.01% New 2,751 $68K
Royal Bank of Canada 0.00% Add +83.1% 2,600 $64K
Maryland Capital Advisors Inc. 0.02% Add +32.7% 2,069 $51K
Allworth Financial LP 0.00% Reduce -1.9% 1,776 $45K
Millstone Evans Group, LLC 0.03% — 1,771 $44K
Pillar Financial Advisors, LLC 0.02% — 915 $23K
Farther Finance Advisors, LLC 0.00% Add +116.8% 815 $20K
IFG Advisory, LLC 0.00% New 15,000 $16K
Steward Partners Investment Advisory, LLC 0.00% No change 400 $10K
Hantz Financial Services, Inc. 0.00% New 203 $5K
Comerica Bank 0.00% Add +4.8% 131 $3K
O'shaughnessy Asset Management, LLC 0.00% No change 107 $3K
Principal Securities, Inc. 0.00% No change 76 $2K
IFP Advisors, Inc 0.00% New 64 $2K
FMR LLC 0.00% New 1 $25

"% 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.