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Disclosery

DEHP DIMENSIONAL ETF TRUST

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EMERGING MKTS HI (fund)

80 managers (80 13F filers) reported a position in DEHP shares at 2024-12-31, 5,581,241 shares in all. 9 filers opened a position and 5 filers sold out during the quarter.

Managers
80
13F filers
80
New
9
Added
38
Reduced
19
Sold out
5
Shares held by filers
5,581,241

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Unison Advisors LLC1,214,426$30M3.58%-15,99613F-HRTimeline
Beacon Pointe Advisors, LLC479,412$11.9M0.13%+46913F-HRTimeline
Quadcap Wealth Management, LLC234,423$5.8M0.85%-9,00913F-HRTimeline
RFG Advisory, LLC232,529$5.75M0.16%+10,89113F-HRTimeline
DiNuzzo Private Wealth, Inc.225,440$5.58M0.71%+3,79813F-HRTimeline
Retirement Solution LLC219,158$5.42M1.42%-1,38313F-HRTimeline
von Borstel & Associates, Inc.200,467$4.96M1.94%+73,93713F-HRTimeline
Vestmark Advisory Solutions, Inc.194,236$4.81M0.17%+20,87013F-HRTimeline
NewEdge Advisors, LLC172,695$4.27M0.03%-11,25313F-HRTimeline
Fortress Wealth Management, Inc.156,276$3.87M1.87%+27,53313F-HRTimeline
Chicago Partners Investment Group LLC130,554$3.23M0.11%+2,48213F-HRTimeline
United Wealth Management, LLC129,678$3.21M1.08%13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC126,420$3.13M<0.01%+8,84013F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC124,930$3.09M<0.01%+51,03513F-HRTimelineGroup
Wealthspire Advisors, LLC118,805$2.94M0.03%-120,90313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC117,497$2.91M<0.01%+63713F-HRTimeline
Sequoia Financial Advisors, LLC92,296$2.28M0.02%+3,51213F-HR/ATimeline
Meredith Wealth Planning86,519$2.14M0.95%+11,71013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC81,965$2.03M0.02%-1,86613F-HRTimelineGroup
Wealth Advisors Northwest LLC80,730$2M1.36%13F-HRTimeline
Applied Capital LLC68,672$1.7M0.87%+3,65513F-HRTimeline
Alpha Financial Advisors, LLC58,918$1.46M0.66%-59513F-HRTimeline
Abel Hall, LLC54,536$1.35M0.86%+3,63113F-HRTimeline
OLD MISSION CAPITAL LLC54,516$1.35M0.03%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO53,430$1.32M<0.01%+3,38813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/52,693$1.3M<0.01%+9,11813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.52,143$1.29M<0.01%+4,61013F-HR/ATimelineGroup
Yeomans Consulting Group, Inc.50,548$1.25M0.47%+90613F-HRTimeline
Betterment LLC48,062$1.19M<0.01%+10,72213F-HRTimeline
Evanson Asset Management, LLC40,394$999K0.07%-10713F-HRTimeline
TABLEAUX LLC39,575$979K0.81%13F-HRTimeline
Mills Wealth Advisors LLC38,630$956K0.54%-2,56813F-HRTimeline
Corus Family Wealth Advisors36,637$906K0.61%-36813F-HRTimeline
Tortoise Investment Management, LLC35,517$879K0.09%-70013F-HR/ATimeline
HM PAYSON & CO33,522$829K0.01%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC31,881$789K<0.01%+13,37913F-HRTimelineGroup
Integrated Wealth Concepts LLC31,306$775K0.01%+2,59513F-HRTimeline
HighTower Advisors, LLC30,428$753K<0.01%+16,40413F-HRTimeline
OneDigital Investment Advisors LLC24,488$606K0.01%-1,75913F-HRTimeline
Altiora Financial Group, LLC19,468$482K0.1%-6,01213F-HRTimeline
RCS Financial Planning, LLC19,273$477K0.25%+9013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …17,926$443K0.01%+5,82013F-HRTimelineGroup
Two West Capital Advisors LLC17,700$438K0.38%+1,09913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,628$436K<0.01%+9,51413F-HRTimelineGroup
Glass Jacobson Investment Advisors llc17,616$436K0.14%-1,27513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
UBS Group AGin group UBS Group AG16,300$403K<0.01%-62813F-HRTimelineGroup
SUTTON PLACE INVESTORS LLC14,414$357K0.21%new13F-HRTimeline
FIRETHORN WEALTH PARTNERS, LLC14,006$347K0.17%-61813F-HRTimeline
Daner Wealth Management, LLC12,616$319K0.23%13F-HRTimeline
LPL Financial LLC12,732$315K<0.01%+1,45813F-HRTimeline
SAX WEALTH ADVISORS, LLC12,353$306K0.02%-2,87213F-HRTimeline
Pacific Asset Management, LLC12,233$303K0.28%13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,688$289K<0.01%-3,10613F-HRTimelineGroup
PINNEY & SCOFIELD, INC.11,613$287K0.22%13F-HRTimeline
Rehmann Capital Advisory Group10,805$267K0.02%+28513F-HRTimeline
Vestment Financial LLC10,467$259K0.2%13F-HRTimeline
Acorn Wealth Advisors, LLC9,203$228K0.09%new13F-HRTimeline
SageView Advisory Group, LLC8,615$213K0.01%+7213F-HRTimeline
Arrowroot Family Office, LLC8,506$210K0.11%+4213F-HRTimeline
GeoWealth Management, LLC7,388$183K0.01%+2,55213F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,426$134K<0.01%+3,11113F-HRTimelineGroup
LAM GROUP, INC.3,825$94.6K0.07%+1,17013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY3,500$86.6K<0.01%new13F-HR/ATimelineGroup
Capital Investment Advisory Services, L…2,909$72K0.01%+313F-HRTimeline
Physician Wealth Advisors, Inc.2,751$68.1K0.01%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,600$64K<0.01%+1,18013F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.2,069$51.2K0.02%+51013F-HRTimeline
Allworth Financial LP1,776$44.7K<0.01%-3413F-HRTimeline
Millstone Evans Group, LLC1,771$43.8K0.03%13F-HRTimeline
Pillar Financial Advisors, LLC915$22.6K0.02%13F-HRTimeline
Farther Finance Advisors, LLC815$20.2K<0.01%+43913F-HRTimeline
IFG Advisory, LLC15,000$15.8K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…400$9.9K<0.01%013F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.203$5K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
COMERICA BANK131$3.24K<0.01%+613F-HR/ATimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC107$2.65K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC76$1.88K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc64$1.59K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC1$25<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.