Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Elevate Wealth Advisory »

Dimensional International Small Cap Value ETF shares owned by Elevate Wealth Advisory

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

Historical chart of Elevate Wealth Advisory 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 Elevate Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

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

Quarter filed	Position value	Share count	Share price at filing
2024-06-30	$392k	15k	26.91
2024-03-31	$448k	17k	27.19
2023-12-31	$506k	20k	25.78

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 Value ETF

Merriman Wealth Management

Forum Financial Management

Colony

Buckingham Asset Management

Buckingham Strategic Partners

Comprehensive Portfolio Management

Evanson Asset Management

Jackson Thornton Asset Management

Abacus Wealth Partners

Planning Center

HPM Partners

View all funds holding Dimensional International Small Cap Value ETF

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z