DEHP institutional holders

Dimensional Emerging Markets High Profitability ETF · 146 reporting institutions · $312.5M reported value

Funds that can replace DEHP · DEHP return decomposition

Institutional holdings

Institutions reporting DEHP, largest first
InstitutionReported positionAdvisors at firmReport period
Unison$39M12026-06-30
Three Arch Wealth Management LLC$26.3M42026-06-30
Beacon Pointe Advisors, LLC$14.6M4662026-06-30
Vestmark Advisory Solutions, Inc.$10.2M82026-06-30
Mercer Global Advisors Inc /adv$8.5M02026-06-30
Dinuzzo Private Wealth, Inc.$8.4M82026-06-30
Envestnet Pmc$7.8M602026-06-30
United Wealth Management, LLC$7.2M62026-06-30
Farther Finance Advisors, LLC$6.6M3342026-06-30
Integrity Advisory Solutions, LLC$6.3M1272026-06-30
Integrated Wealth Concepts LLC$6.2M4802026-06-30
Jane Street Group, LLC$6M02026-06-30
Mariner, LLC$5.7M02026-06-30
Quadcap Wealth Management, LLC$5.7M132026-06-30
Chicago Partners Investment Group LLC$5.6M572026-06-30
Fortress Wealth Management, Inc.$4.9M02025-09-30
Integrity Alliance, Llc.$4.5M3532026-06-30
Meredith Wealth Planning$4.5M22026-06-30
Osaic Holdings, Inc.$4.3M02026-06-30
Wealth Advisors Northwest LLC$4.1M72026-06-30
Newedge Advisors$4M6012026-06-30
Foundry Financial LLC$3.9M102026-06-30
Merit Financial Group, LLC$3.8M2952026-06-30
Fischer Investment Strategies, LLC$3.8M42026-06-30
Bank of America Corp /de$3.7M02026-06-30
Sb Capital Management Inc$3.4M02025-12-31
Capstone Wealth Management, Inc.$3.3M62026-06-30
Mills Wealth Advisors, LLC$3.3M72026-06-30
Global Assets Advisory, LLC$3.3M302026-06-30
Onedigital Investment Advisors LLC$3.2M3862026-06-30
Sequoia Financial Group, LLC$3.1M2582026-06-30
Savant Wealth Management$3.1M4052026-06-30
Tableaux Wealth$3M52026-06-30
Evanson Financial, LLC$2.9M42026-06-30
Lpl Financial LLC$2.6M23,4582026-06-30
Abel Hall, LLC$2.4M72026-06-30
Jpmorgan Chase & Co$2.4M02026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$2.4M02026-06-30
Corus Family Wealth Advisors$2.4M92026-06-30
Evanson Asset Management, LLC$2.3M02026-03-31
Summit Wealth Group LLC / Co$2.3M392026-06-30
Wealthspire Advisors, LLC$2.2M2372026-06-30
Csp Financial Group, LLC$2.1M212026-06-30
Orion Porfolio Solutions, LLC$2M1992026-06-30
Applied Capital LLC$2M02026-06-30
Tortoise Investment Management, LLC$1.9M152026-06-30
Yeomans Consulting Group, Inc.$1.9M02025-12-31
Hm Payson & Co$1.8M02026-06-30
Kestra Advisory Services, LLC$1.8M1,4792026-06-30
UBS Group AG$1.8M02026-06-30
Goldman Sachs Group Inc$1.7M02026-06-30
Rfg Advisory, LLC$1.7M1912026-06-30
Alpha Financial Advisors, LLC$1.6M82026-06-30
Sollinda Capital Management LLC$1.4M172026-06-30
Commonwealth Equity Services, LLC$1.4M2,8632026-06-30
Acorn Wealth Advisors, LLC$1.3M52026-06-30
Worthpointe, LLC$1.2M72026-06-30
Index Fund Advisors, Inc.$1.2M182026-06-30
Envision Financial Planning, LLC$1.2M72026-06-30
Aa Financial Advisors, LLC$1.2M122026-06-30
Forteris Wealth Management Inc.$1.2M22026-06-30
Bdfs Capital LLC$1.1M72026-06-30
Pinney & Scofield, Inc.$1M32026-06-30
Fsa Wealth Partners, Inc.$891.2K82026-06-30
Tagstone Capital, Inc.$890.8K12026-06-30
Daner Wealth Management, LLC$845.7K22026-06-30
Settanni Financial LLC$775.8K32026-06-30
Citigroup Inc$759.7K02026-06-30
Royal Bank of Canada$755K02026-06-30
Hightower Advisors, LLC$740.3K1,0462026-06-30
Kane Co Wealth Management, Inc.$731.6K32026-06-30
Capital Investment Advisory Services, LLC$703K1032026-06-30
Cerity Partners LLC$702.8K7772026-06-30
Two West Capital Advisors LLC$697K162026-06-30
Savvy Advisors, Inc.$691.8K2142026-06-30
Vantage Point Financial LLC$683.6K162026-06-30
Outbound Financial$633.7K12026-06-30
E-Wealth Partners, LLC$625.4K52026-06-30
Apella Capital, LLC$587.5K1042026-06-30
Maryland Capital Advisors Inc.$553.5K42026-06-30
Pacific Asset Management, LLC$533.4K02026-06-30
Mission Hills Financial Advisory, LLC$527.6K32026-06-30
Wells Fargo & Company/mn$523K02026-06-30
Truist Financial Corp$515.4K02026-06-30
Broadhurst Jeffrey B$501.2K02026-06-30
Firethorn Wealth Partners, LLC$495.1K72026-06-30
Rehmann Capital Advisory Group$490.6K422026-06-30
Creative Planning$471.3K1,1712026-06-30
Austin Private Wealth, LLC$455.3K02025-12-31
Everest Private Wealth$449.2K22026-06-30
Signaturefd, LLC$445.6K492026-06-30
Rcs Financial Planning, LLC$443K22026-06-30
Brookstone Capital Management$441.2K3372026-06-30
Old Mission Capital LLC$430.2K02026-06-30
Washington Trust Advisors$385.9K142026-06-30
Md Financial Advisors / Vestment Financial$385.9K132026-06-30
Approach Retirement Advisors, LLC$382.1K22026-06-30
Great Valley Advisor Group, LLC$374.7K2052026-06-30
Xcelsior Advisor Partners LLC$373.5K02026-06-30
Arrowroot Family Office, LLC$373K132026-06-30
Triad Wealth Partners, LLC$361.5K492026-06-30
Global Financial Private Client, LLC$361.1K52026-06-30
Nwam LLC$359.9K622026-06-30
Sax Wealth Advisors, LLC$323.4K422026-06-30
Sageview Advisory Group, LLC$300.3K942026-06-30
Nuveen, LLC$287.9K02026-06-30
Canvas Wealth Advisors, LLC$266.5K92026-06-30
Glass Jacobson Investment Advisors LLC$263K102026-06-30
Ausdal Financial Partners, Inc.$261.9K1892026-06-30
Pasadena Private Wealth, LLC$261.9K02026-06-30
Bip Wealth, LLC$260.9K622026-06-30
MML Investors Services, LLC$239.9K5,1202026-06-30
Venture Visionary Partners LLC$236K312026-06-30
Geowealth Management, LLC$233.8K02026-06-30
Tcfg Investment Advisors, LLC$205.9K312026-06-30
Bedel Financial Consulting, Inc.$200.4K192026-06-30
Creative Financial Designs Inc /adv$177.1K02026-06-30
Lam Group, Inc.$162.7K22026-06-30
The Nalls Sherbakoff Group, LLC$143.8K32026-06-30
Ifg Advisory, LLC$94.4K1102026-06-30
Ae Wealth Management LLC$79K4712026-06-30
Rhl Group, LLC$70.6K32026-06-30
Allworth Financial, LP$48.5K3172026-06-30
O'Shaughnessy Asset Management, LLC$45K582026-06-30
Eversource Wealth Advisors, LLC$36.2K772026-06-30
Pillar Financial Advisors, LLC$24.6K42026-06-30
Strategic Wealth Partners, Ltd.$22.1K02026-06-30
Mather Group, Llc.$21.4K1102026-06-30
Ashton Thomas Private Wealth, LLC$19.2K962026-06-30
Millstone Evans Group, LLC$18.6K72026-06-30
Steward Partners Investment Advisory, LLC$17.1K4812026-06-30
Triumph Capital Management$15.5K142026-06-30
Archer Investment Corp$12.3K782026-06-30
Topsail Wealth Management, LLC$11.1K42026-06-30
Von Borstel & Associates, Inc.$9.5K52026-06-30
Northwestern Mutual Wealth Management Co$5.6K02026-06-30
Fifth Third Bancorp$4.3K02026-06-30
Park Avenue Securities LLC$4.1K1,9082026-06-30
Corecap Advisors, LLC$4.1K1182026-06-30
Comerica Bank$3.5K02025-12-31
Betterment LLC$2.7K282026-06-30
M Holdings Securities, Inc.$6071752026-06-30
Cambridge Investment Research Advisors, Inc.$5213,9402026-03-31
Bessemer Group Inc$5402026-06-30
Cx Institutional$49802026-06-30
Coston, McIsaac & Partners$6102026-06-30

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30