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Dimensional International Small Cap Value ETF shares owned by Concord Wealth Partners

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

Historical chart of Concord Wealth Partners 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 Concord Wealth Partners 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 Concord Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 5.2k 40.13
2025-12-31 $1.5k 40 38.03
2025-09-30 $1.3k 36 35.22
2025-06-30 $1.2k 35 33.23
2025-03-31 $1.0k 35 28.89