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Dimensional International Small Cap Value ETF shares owned by Concurrent Investment Advisors

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

Historical chart of Concurrent Investment Advisors 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 Concurrent Investment Advisors 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 Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.9M 149k 39.44
2025-12-31 $398k 11k 38.00
2025-09-30 $357k 10k 35.69
2025-06-30 $329k 10k 32.91

More positions owned by Concurrent Investment Advisors

Apple Put Option (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation Call Option (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (BIL)
First Tr Exchange-traded First Tr Enh New (FTSM)
Amazon (AMZN)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Broadcom (AVGO)
Wal-Mart Stores (WMT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Concurrent Investment Advisors

Top funds holding Dimensional International Small Cap Value ETF

Colony
Mather Group
Forum Financial Management
Buckingham Strategic Partners
Comprehensive Portfolio Management
Bank of America Corporation
HPM Partners
Asset Dedication
Evanson Asset Management
Burns Wealth Management
Northern Trust
CI Private Wealth
Savant Capital Management
HighTower Advisors
Jane Street

View all funds holding Dimensional International Small Cap Value ETF