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Dimensional International Small Cap Value ETF shares owned by Prosperity Planning

Quarter-by-quarter ownership of Dimensional International Small Cap Value ETF (DISV) shares owned by Prosperity Planning from 13F filings

Historical chart of Prosperity Planning investment in Dimensional International Small Cap Value ETF

Tip: Access up to 7 years of quarterly data

All positions including Dimensional International Small Cap Value ETF held by Prosperity Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional International Small Cap Value ETF by Prosperity Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 57k 27.19
2023-12-31 $1.5M 57k 25.79
2023-09-30 $1.4M 58k 23.78
2023-06-30 $1.4M 58k 23.65
2023-03-31 $1.4M 60k 23.81
2022-12-31 $1.3M 55k 24.00
2022-09-30 $1.0M 55k 18.57

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr S&p 500 Val Etf (IVE)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Vanguard Bd Index Fds Short Trm Bond (Principal) (BSV)

View all positions for Prosperity Planning

Top funds holding Dimensional International Small Cap Value ETF

Forum Financial Management
Buckingham Asset Management
Jane Street
Comprehensive Portfolio Management
HighTower Advisors
Asset Dedication
CI Private Wealth
Evanson Asset Management
Planning Center
DiNuzzo Private Wealth
Abacus Wealth Partners
Wealth Enhancement Advisory Services
HPM Partners
Buckingham Strategic Partners
Miramar Fiduciary Corp

View all funds holding Dimensional International Small Cap Value ETF