Sterling Wealth Management »

Dimensional International Small Cap Value ETF shares owned by Sterling Wealth Management

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

Historical chart of Sterling Wealth Management 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 Sterling Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional International Small Cap Value ETF by Sterling Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 67k 29.06
2024-06-30 $850k 32k 26.90
2024-03-31 $627k 23k 27.19
2023-12-31 $397k 15k 25.79

More positions owned by Sterling Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Ultrashort Fixed (DUSB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Dimensional Etf Trust Short Duration F (DFSD)
Hubbell (HUBB)

View all positions for Sterling Wealth Management

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
HighTower Advisors
Jane Street
Asset Dedication
CI Private Wealth
Evanson Asset Management
Jackson Thornton Asset Management
Abacus Wealth Partners
Planning Center
HPM Partners

View all funds holding Dimensional International Small Cap Value ETF