Dimensional Emrg MRK Hi ProfDEHPETF

13F holders, Q1 2025 (March 31)
77holders −2
7new positions
8sold out
1famous investor
$25.23avg. 13F price*

At the end of Q1 2025, 77 institutions reported holding Dimensional Emrg MRK Hi Prof (DEHP) in their 13F filings, down 2 from Q4 2024. 7 opened new positions and 8 sold out. The largest holders were Unison Advisors LLC ($31.9M), Beacon Pointe Advisors, LLC ($9.7M) and RFG Advisory, LLC ($7.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions7$5.0M
Exits8$7.5M

All 13F filers, Q4 2024 → Q1 2025: 597,694 shares bought and 556,126 shares sold, net +41,568 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 77 holders

Unison Advisors LLC 4.05% Add +4.0% 1,263,347 $31.9M
Beacon Pointe Advisors, LLC 0.11% Reduce -20.1% 383,065 $9.7M
RFG Advisory, LLC 0.20% Add +25.7% 292,263 $7.4M
von Borstel & Associates, Inc. 1.96% Add +29.9% 260,490 $6.6M
DiNuzzo Private Wealth, Inc. 0.72% Add +1.1% 227,993 $5.7M
Vestmark Advisory Solutions, Inc. 0.14% Add +11.8% 217,061 $5.5M
Quadcap Wealth Management, LLC 0.61% Reduce -28.5% 167,583 $4.2M
NewEdge Advisors, LLC 0.02% Reduce -5.9% 162,530 $4.1M
United Wealth Management, LLC 1.24% Add +21.5% 157,607 $4.0M
Fortress Wealth Management, Inc. 2.02% Reduce -1.5% 153,992 $3.9M
Chicago Partners Investment Group LLC 0.12% Add +3.1% 134,577 $3.5M
Envestnet Asset Management Inc. 0.00% Add +4.1% 131,623 $3.3M
Commonwealth Equity Services, LLC 0.00% Add +3.0% 121,082 $3.1M
Wealthspire Advisors, LLC 0.02% Add +0.2% 119,061 $3.0M
Integrity Alliance, Llc. 0.10% New 103,921 $2.6M
Osaic Holdings, Inc. 0.01% Add +76.2% 91,885 $2.3M
Jane Street Group, LLC 0.00% Reduce -27.0% 91,185 $2.3M
Meredith Wealth Planning 0.98% Add +2.2% 88,448 $2.2M
Sequoia Financial Advisors, LLC 0.02% Reduce -5.8% 86,922 $2.2M
Wealth Advisors Northwest LLC 1.37% Add +6.0% 85,563 $2.2M
Savant Capital, LLC 0.02% Reduce -6.9% 76,324 $1.9M
Applied Capital LLC 0.86% Add +1.3% 69,558 $1.8M
JPMorgan Chase & Co. 0.00% Add +29.1% 68,969 $1.7M
Abel Hall, LLC 0.89% Add +7.0% 58,366 $1.5M
Alpha Financial Advisors, LLC 0.64% Reduce -2.6% 57,368 $1.4M
Betterment LLC 0.00% Add +16.5% 55,998 $1.4M
Yeomans Consulting Group, Inc. 0.52% Add +5.6% 53,382 $1.3M
Tableaux LLC 0.84% Add +17.3% 46,419 $1.2M
Bank of America Corp. 0.00% Reduce -12.8% 45,949 $1.2M
Tortoise Investment Management, LLC 0.11% Add +22.9% 43,667 $1.1M
Corus Family Wealth Advisors 0.75% Add +17.8% 43,155 $1.1M
Mills Wealth Advisors LLC 0.55% Add +6.3% 41,062 $1.0M
Evanson Asset Management, LLC 0.07% Add +0.5% 40,602 $1.0M
OneDigital Investment Advisors LLC 0.01% Add +65.0% 40,417 $1.0M
Park Avenue Securities LLC 0.01% Add +121.5% 39,048 $985K
Citadel Advisors 0.00% New 36,722 $926K
HM Payson & Co. 0.01% Add +1.1% 33,892 $855K
Kestra Advisory Services, LLC 0.00% Add +1.3% 32,301 $815K
Integrated Wealth Concepts LLC 0.01% Add +0.1% 31,340 $790K
HighTower Advisors, LLC 0.00% No change 30,428 $767K
Wealthcare Advisory Partners LLC 0.01% Add +13.9% 20,412 $515K
RCS Financial Planning, LLC 0.26% Reduce -0.5% 19,172 $484K
Two West Capital Advisors LLC 0.39% Add +8.5% 19,203 $464K
Glass Jacobson Investment Advisors llc 0.14% No change 17,616 $436K
Goldman Sachs Group Inc. 0.00% New 16,059 $405K
Pinney & Scofield, Inc. 0.29% Add +35.5% 15,731 $397K
LPL Financial LLC 0.00% Add +17.6% 14,977 $378K
Sutton Place Investors LLC 0.25% Add +1.2% 14,591 $368K
Firethorn Wealth Partners, LLC 0.17% Reduce -0.3% 13,962 $352K
Truist Financial Corp. 0.00% Add +11.0% 12,970 $327K
Austin Private Wealth, LLC 0.03% New 12,341 $311K
Pacific Asset Management, LLC 0.28% Add +0.1% 12,243 $309K
Sax Wealth Advisors, LLC 0.02% Reduce -10.5% 11,053 $279K
Sollinda Capital Management LLC 0.08% New 10,977 $277K
Vestment Financial LLC 0.19% Add +0.0% 10,468 $266K
Rehmann Capital Advisory Group 0.02% Reduce -2.8% 10,505 $265K
Acorn Wealth Advisors, LLC 0.10% Add +6.3% 9,784 $247K
Maryland Capital Advisors Inc. 0.10% Add +351.2% 9,335 $235K
GeoWealth Management, LLC 0.01% Add +19.6% 8,838 $223K
Orion Porfolio Solutions, LLC 0.00% New 8,777 $221K
Orion Portfolio Solutions, LLC 0.00% New 8,777 $221K
SageView Advisory Group, LLC 0.01% Reduce -0.8% 8,546 $216K
UBS Group AG 0.00% Reduce -57.1% 7,000 $177K
Citigroup Inc. 0.00% Add +19.7% 6,495 $164K
Capital Investment Advisory Services, LLC 0.01% Add +103.7% 5,926 $149K
Nalls Sherbakoff Group, LLC 0.07% — 3,356 $85K
Physician Wealth Advisors, Inc. 0.01% No change 2,751 $69K
Royal Bank of Canada 0.00% Reduce -24.9% 1,952 $49K
Millstone Evans Group, LLC 0.03% Add +0.1% 1,772 $45K
Allworth Financial LP 0.00% Add +0.1% 1,777 $45K
Pillar Financial Advisors, LLC 0.02% No change 915 $23K
Farther Finance Advisors, LLC 0.00% No change 815 $21K
Steward Partners Investment Advisory, LLC 0.00% No change 400 $10K
Comerica Bank 0.00% Reduce -2.3% 128 $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% Add +10.9% 71 $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.