DIMENSIONAL EMRG MRK HI PROF DEHP
$40.99
-1.4% 52w: $26.45 – $44.75
Latest 13F among current holders filed 24 days ago (Jun 11, 2026)
Price — last 12 months
research preview data26.4535.6044.75
Jun 20, 2025 Jul 2, 2026
Institutional holders
122
+11 QoQ
13F value
$236.2M
+10.9% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns DEHP?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Unison Advisors LLC | Wealth advisor | 907.2K | $30.7M | 2.3% | +0.9% |
| Three Arch Wealth Management LLC | Wealth advisor | 592.0K | $20.0M | 3.6% | +1.5% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 358.7K | $12.1M | 0.1% | -3.1% |
| von Borstel & Associates, Inc. | Wealth advisor | 244.2K | $8.3M | 1.9% | -7.5% |
| Vestmark Advisory Solutions, Inc. | Wealth advisor | 238.2K | $8.0M | 0.1% | +3.5% |
| DiNuzzo Private Wealth, Inc. | Wealth advisor | 213.4K | $7.2M | 0.8% | -2.0% |
| OLD MISSION CAPITAL LLC | Wealth advisor | 182.7K | $6.2M | 0.1% | +1700.3% |
| United Wealth Management, LLC | Wealth advisor | 171.5K | $5.8M | 1.4% | +1.8% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 167.5K | $5.7M | 0.0% | +10.2% |
| Chicago Partners Investment Group LLC | Wealth advisor | 137.3K | $5.3M | 0.1% | +0.3% |
| Integrity Advisory Solutions, LLC | Wealth advisor | 144.1K | $4.9M | 0.6% | +4.1% |
| Farther Finance Advisors, LLC | Wealth advisor | 134.8K | $4.6M | 0.0% | -19.4% |
| Quadcap Wealth Management, LLC | Wealth advisor | 133.0K | $4.5M | 0.5% | +1.4% |
| INTEGRITY ALLIANCE, LLC. | Wealth advisor | 110.6K | $3.7M | 0.1% | -0.1% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 107.0K | $3.6M | 0.0% | New |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 105.6K | $3.6M | 0.0% | -0.6% |
| Meredith Wealth Planning | Wealth advisor | 105.1K | $3.6M | 1.0% | +1.5% |
| FISCHER INVESTMENT STRATEGIES, LLC | Wealth advisor | 100.2K | $3.4M | 2.0% | -4.5% |
| Integrated Wealth Concepts LLC | Wealth advisor | 91.6K | $3.1M | 0.0% | +59.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 90.7K | $3.1M | 0.0% | -6.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 90.5K | $3.1M | 0.0% | +71.1% |
| Wealth Advisors Northwest LLC | Wealth advisor | 90.0K | $3.0M | 1.3% | -2.7% |
| Foundry Financial LLC | Wealth advisor | 83.9K | $2.8M | 1.2% | +18.4% |
| Mills Wealth Advisors LLC | Wealth advisor | 81.1K | $2.7M | 1.0% | +42.3% |
| Capstone Wealth Management, Inc. | Wealth advisor | 78.7K | $2.7M | 2.3% | +17.8% |
| Merit Financial Group, LLC | Wealth advisor | 75.4K | $2.5M | 0.0% | New |
| Sequoia Financial Advisors, LLC | Wealth advisor | 73.6K | $2.5M | 0.0% | -4.0% |
| Evanson Asset Management, LLC | Wealth advisor | 68.4K | $2.3M | 0.1% | +67.5% |
| OneDigital Investment Advisors LLC | Wealth advisor | 64.2K | $2.2M | 0.0% | +6.6% |
| TABLEAUX LLC | Wealth advisor | 61.7K | $2.1M | 1.0% | +47.7% |
| LPL Financial LLC | Bank broker | 61.0K | $2.1M | 0.0% | +72.0% |
| Betterment LLC | Wealth advisor | 60.2K | $2.0M | 0.0% | +3.4% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 57.6K | $1.9M | 0.0% | -40.3% |
| Abel Hall, LLC | Other | 57.3K | $1.9M | 0.4% | -2.0% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 56.2K | $1.9M | 0.0% | New |
| JPMORGAN CHASE & CO | Bank broker | 58.3K | $1.9M | 0.0% | -2.5% |
| JANE STREET GROUP, LLC | Market maker | 53.9K | $1.8M | 0.0% | New |
| SUMMIT WEALTH GROUP LLC / CO | Wealth advisor | 53.7K | $1.8M | 0.2% | -7.1% |
| Applied Capital LLC | Wealth advisor | 53.1K | $1.8M | 0.7% | -4.4% |
| Wealthspire Advisors, LLC | Wealth advisor | 52.3K | $1.8M | 0.0% | -17.1% |
| Corus Family Wealth Advisors | Wealth advisor | 51.9K | $1.8M | 1.4% | +8.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 50.0K | $1.7M | 0.0% | New |
| Orion Porfolio Solutions, LLC | Wealth advisor | 48.5K | $1.6M | 0.0% | -5.1% |
| Tortoise Investment Management, LLC | Wealth advisor | 46.1K | $1.6M | 0.1% | +6.5% |
| CSP Financial Group, LLC | Wealth advisor | 44.7K | $1.5M | 1.5% | — |
| HM PAYSON & CO | Diversified mechanical | 43.2K | $1.5M | 0.0% | +27.3% |
| RFG Advisory, LLC | Wealth advisor | 42.4K | $1.4M | 0.0% | -85.2% |
| Kestra Advisory Services, LLC | Wealth advisor | 40.9K | $1.4M | 0.0% | +6.1% |
| Alpha Financial Advisors, LLC | Wealth advisor | 39.9K | $1.3M | 0.4% | -18.2% |
| Broadhurst Jeffrey B | Wealth advisor | 38.6K | $1.3M | 1.3% | -0.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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