DEHP Institutional Ownership
Dimensional - Emerging Markets High Profitability ETF
1W: -0.5%
1M: +1.1%
3M: -0.6%
YTD: +26.6%
1Y: +36.1%
3Y: +94.1%
$41.85
+0.58 (+1.41%)
Weekly Expected Move ±3.4%
$39
$40
$42
$43
$45
Overview
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Holdings
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Institutional Ownership — DEHP
144
Institutional Holders
+14 vs prior quarter
0.0%
Ownership
+0.00pp
312M
Total Invested
20
New Positions
61
Increased
53
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (149 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Unison Advisors LLC | 912,565 | $38M | +5,320 | +0.6% | 17Q | SEC ↗ |
| 2 | Three Arch Wealth Management LLC | 615,346 | $26M | +23,338 | +3.9% | 3Q | SEC ↗ |
| 3 | Beacon Pointe Advisors, LLC | 341,655 | $14M | -17,074 | -4.8% | 17Q | SEC ↗ |
| 4 | Vestmark Advisory Solutions, Inc. | 238,019 | $10M | -154 | -0.1% | 14Q | SEC ↗ |
| 5 | von Borstel & Associates, Inc. | 223,277 | $9M | -20,945 | -8.6% | 8Q | SEC ↗ |
| 6 | MERCER GLOBAL ADVISORS INC /ADV | 198,248 | $8M | +91,272 | +85.3% | 2Q | SEC ↗ |
| 7 | DiNuzzo Private Wealth, Inc. | 195,801 | $8M | -17,592 | -8.2% | 11Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 182,687 | $8M | +15,145 | +9.0% | 13Q | SEC ↗ |
| 9 | United Wealth Management, LLC | 168,388 | $7M | -3,096 | -1.8% | 7Q | SEC ↗ |
| 10 | Farther Finance Advisors, LLC | 154,330 | $6M | +19,568 | +14.5% | 14Q | SEC ↗ |
| 11 | Integrity Advisory Solutions, LLC | 146,456 | $6M | +2,392 | +1.7% | 4Q | SEC ↗ |
| 12 | JANE STREET GROUP, LLC | 140,838 | $6M | +86,966 | +161.4% | 2Q | SEC ↗ |
| 13 | Chicago Partners Investment Group LLC | 139,977 | $6M | +2,640 | +1.9% | 14Q | SEC ↗ |
| 14 | Mariner, LLC | 133,413 | $6M | +101,118 | +313.1% | 2Q | SEC ↗ |
| 15 | Quadcap Wealth Management, LLC | 132,252 | $6M | -793 | -0.6% | 11Q | SEC ↗ |
| 16 | INTEGRITY ALLIANCE, LLC. | 105,047 | $4M | -5,528 | -5.0% | 6Q | SEC ↗ |
| 17 | Meredith Wealth Planning | 104,333 | $4M | -765 | -0.7% | 11Q | SEC ↗ |
| 18 | OSAIC HOLDINGS, INC. | 99,612 | $4M | +42,035 | +73.0% | 16Q | SEC ↗ |
| 19 | PARK AVENUE SECURITIES LLC | 96,149 | $4M | -9,500 | -9.0% | 8Q | SEC ↗ |
| 20 | Wealth Advisors Northwest LLC | 95,493 | $4M | +5,489 | +6.1% | 7Q | SEC ↗ |
| 21 | NewEdge Advisors, LLC | 93,795 | $4M | +3,081 | +3.4% | 15Q | SEC ↗ |
| 22 | Integrated Wealth Concepts LLC | 92,909 | $4M | +1,288 | +1.4% | 14Q | SEC ↗ |
| 23 | Foundry Financial LLC | 90,669 | $4M | +6,805 | +8.1% | 3Q | SEC ↗ |
| 24 | Merit Financial Group, LLC | 89,788 | $4M | +14,369 | +19.1% | 2Q | SEC ↗ |
| 25 | FISCHER INVESTMENT STRATEGIES, LLC | 88,719 | $4M | -11,443 | -11.4% | 3Q | SEC ↗ |
| 26 | BANK OF AMERICA CORP /DE | 87,132 | $4M | -3,367 | -3.7% | 12Q | SEC ↗ |
| 27 | Capstone Wealth Management, Inc. | 79,009 | $3M | +288 | +0.4% | 3Q | SEC ↗ |
| 28 | Global Assets Advisory, LLC NEW | 78,634 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 29 | Mills Wealth Advisors LLC | 77,046 | $3M | -4,009 | -4.9% | 15Q | SEC ↗ |
| 30 | OneDigital Investment Advisors LLC | 74,846 | $3M | +10,679 | +16.6% | 9Q | SEC ↗ |
| 31 | Sequoia Financial Advisors, LLC | 73,487 | $3M | -111 | -0.2% | 14Q | SEC ↗ |
| 32 | Savant Capital, LLC | 72,894 | $3M | +36,080 | +98.0% | 8Q | SEC ↗ |
| 33 | TABLEAUX LLC | 69,091 | $3M | +7,399 | +12.0% | 7Q | SEC ↗ |
| 34 | Evanson Financial, LLC NEW | 68,525 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 35 | Evanson Asset Management, LLC | 68,392 | $3M | +27,553 | +67.5% | 12Q | SEC ↗ |
| 36 | Betterment LLC | 62,846 | $3M | +2,659 | +4.4% | 14Q | SEC ↗ |
| 37 | LPL Financial LLC | 61,005 | $3M | -3 | -0.0% | 9Q | SEC ↗ |
| 38 | JPMORGAN CHASE & CO | 57,334 | $2M | -951 | -1.6% | 15Q | SEC ↗ |
| 39 | Abel Hall, LLC | 56,410 | $2M | -848 | -1.5% | 11Q | SEC ↗ |
| 40 | UBS AM, a distinct business unit of UB | 56,218 | $2M | — | +0.0% | 2Q | SEC ↗ |
| 41 | Corus Family Wealth Advisors | 55,570 | $2M | +3,679 | +7.1% | 17Q | SEC ↗ |
| 42 | SUMMIT WEALTH GROUP LLC / CO | 53,004 | $2M | -696 | -1.3% | 3Q | SEC ↗ |
| 43 | Wealthspire Advisors, LLC | 50,449 | $2M | -1,856 | -3.5% | 8Q | SEC ↗ |
| 44 | CSP Financial Group, LLC | 50,031 | $2M | +5,305 | +11.9% | 2Q | SEC ↗ |
| 45 | Orion Porfolio Solutions, LLC | 47,510 | $2M | -943 | -1.9% | 6Q | SEC ↗ |
| 46 | Applied Capital LLC | 47,335 | $2M | -5,759 | -10.8% | 16Q | SEC ↗ |
| 47 | Tortoise Investment Management, LLC | 44,835 | $2M | -1,300 | -2.8% | 15Q | SEC ↗ |
| 48 | HM PAYSON & CO | 43,152 | $2M | — | +0.0% | 10Q | SEC ↗ |
| 49 | Kestra Advisory Services, LLC | 41,528 | $2M | +673 | +1.6% | 10Q | SEC ↗ |
| 50 | UBS Group AG | 41,174 | $2M | +4,501 | +12.3% | 17Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Assets Advisory, LLC | 78,634 | $3M |
| Evanson Financial, LLC | 68,525 | $3M |
| FSA WEALTH PARTNERS, INC. | 20,837 | $872K |
| Apella Capital, LLC | 14,427 | $604K |
| MARYLAND CAPITAL ADVISORS INC. | 12,941 | $542K |
| Mission Hills Financial Advisory, L | 12,335 | $516K |
| WELLS FARGO & COMPANY/MN | 12,229 | $512K |
| Global Financial Private Client, LL | 8,442 | $353K |
| Nuveen, LLC | 6,732 | $282K |
| Canvas Wealth Advisors, LLC | 6,231 | $261K |
| BIP Wealth, LLC | 6,101 | $255K |
| MML INVESTORS SERVICES, LLC | 5,609 | $235K |
| Venture Visionary Partners LLC | 5,517 | $231K |
| GeoWealth Management, LLC | 5,466 | $229K |
| TCFG Investment Advisors, LLC | 4,813 | $201K |
| Bedel Financial Consulting, Inc. | 4,686 | $196K |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 4,140 | $173K |
| BESSEMER GROUP INC | 1,257 | $53K |
| CX Institutional | 1,140 | $48K |
| MATHER GROUP, LLC. | 500 | $21K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Wealthcare Advisory Partners LLC | 32,656 | $1M |
| CITADEL ADVISORS LLC | 12,576 | $526K |
| COWA, LLC | 10,743 | $450K |
| Root Financial Partners, LLC | 2,693 | $113K |
| Ascentis Independent Advisors | 249 | $10K |
| Quent Capital, LLC | 89 | $4K |
| MORGAN STANLEY | 71 | $3K |
| Ritter Daniher Financial Advisory L | 6 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Mariner, LLC | +101,118 | +313.1% | 133,413 |
| MERCER GLOBAL ADVISORS INC /ADV | +91,272 | +85.3% | 198,248 |
| JANE STREET GROUP, LLC | +86,966 | +161.4% | 140,838 |
| OSAIC HOLDINGS, INC. | +42,035 | +73.0% | 99,612 |
| Savant Capital, LLC | +36,080 | +98.0% | 72,894 |
| Evanson Asset Management, LLC | +27,553 | +67.5% | 68,392 |
| Three Arch Wealth Management LLC | +23,338 | +3.9% | 615,346 |
| Farther Finance Advisors, LLC | +19,568 | +14.5% | 154,330 |
| ENVESTNET ASSET MANAGEMENT INC | +15,145 | +9.0% | 182,687 |
| Merit Financial Group, LLC | +14,369 | +19.1% | 89,788 |
| OneDigital Investment Advisors LLC | +10,679 | +16.6% | 74,846 |
| ROYAL BANK OF CANADA | +10,315 | +140.4% | 17,660 |
| TABLEAUX LLC | +7,399 | +12.0% | 69,091 |
| Savvy Advisors, Inc. | +7,332 | +82.9% | 16,176 |
| CITIGROUP INC | +6,941 | +64.1% | 17,763 |
| Foundry Financial LLC | +6,805 | +8.1% | 90,669 |
| Wealth Advisors Northwest LLC | +5,489 | +6.1% | 95,493 |
| Unison Advisors LLC | +5,320 | +0.6% | 912,565 |
| CSP Financial Group, LLC | +5,305 | +11.9% | 50,031 |
| TAGStone Capital, Inc. | +4,711 | +29.2% | 20,829 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | -172,658 | -94.5% | 10,058 |
| Broadhurst Jeffrey B | -26,845 | -69.6% | 11,718 |
| von Borstel & Associates, Inc. | -20,945 | -8.6% | 223,277 |
| DiNuzzo Private Wealth, Inc. | -17,592 | -8.2% | 195,801 |
| Beacon Pointe Advisors, LLC | -17,074 | -4.8% | 341,655 |
| M Holdings Securities, Inc. | -15,821 | -52.4% | 14,350 |
| FISCHER INVESTMENT STRATEGIES, LLC | -11,443 | -11.4% | 88,719 |
| GOLDMAN SACHS GROUP INC | -10,579 | -21.2% | 39,421 |
| Cambridge Investment Research Advis | -9,837 | -63.8% | 5,576 |
| PARK AVENUE SECURITIES LLC | -9,500 | -9.0% | 96,149 |
| Applied Capital LLC | -5,759 | -10.8% | 47,335 |
| INTEGRITY ALLIANCE, LLC. | -5,528 | -5.0% | 105,047 |
| Mills Wealth Advisors LLC | -4,009 | -4.9% | 77,046 |
| RFG Advisory, LLC | -3,369 | -8.0% | 38,993 |
| BANK OF AMERICA CORP /DE | -3,367 | -3.7% | 87,132 |
| United Wealth Management, LLC | -3,096 | -1.8% | 168,388 |
| COMMONWEALTH EQUITY SERVICES, LLC | -3,086 | -8.5% | 33,100 |
| WorthPointe, LLC | -2,639 | -8.5% | 28,565 |
| AA Financial Advisors, LLC | -2,055 | -6.8% | 28,156 |
| SUTTON PLACE INVESTORS LLC | -1,984 | -9.9% | 18,139 |