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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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $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 Tr Eafe Value Etf (EFV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Core Msci Emkt (IEMG)
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)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Elevate Wealth Advisory

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
Miramar Fiduciary Corp
Buckingham Strategic Partners

View all funds holding Dimensional International Small Cap Value ETF