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Dimensional International Small Cap Etf shares owned by Elevate Wealth Advisory

Quarter-by-quarter ownership of Dimensional International Small Cap Etf (DFIS) shares owned by Elevate Wealth Advisory from 13F filings

Historical chart of Elevate Wealth Advisory investment in Dimensional International Small Cap Etf

Tip: Access up to 7 years of quarterly data

All positions including Dimensional International Small Cap Etf held by Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional International Small Cap Etf by Elevate Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $134k 5.4k 24.63
2024-03-31 $136k 5.4k 25.06
2023-12-31 $131k 5.4k 24.17

More positions owned by Elevate Wealth Advisory

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr 0-5 Yr Tips Etf (STIP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Core Msci Emkt (IEMG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Index Fds Real Estate Etf (VNQ)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Elevate Wealth Advisory

Top funds holding Dimensional International Small Cap Etf

Jones Financial Companies, L.L
Matson Money
Mather Group
CI Private Wealth
Savant Capital Management
Envestnet Asset Management
Park Avenue Securities
Wescott Financial Advisory Group
TCI Wealth Advisors
Evanson Asset Management
Total Wealth Planning
Efficient Advisors
Forum Financial Management
Merriman Wealth Management
Edmonds Duncan Registered Investment Advisors

View all funds holding Dimensional International Small Cap Etf