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Dimensional International Small Cap Value ETF shares owned by Summit Wealth & Retirement Planning

Quarter-by-quarter ownership of Dimensional International Small Cap Value ETF (DISV) shares owned by Summit Wealth & Retirement Planning from 13F filings

Historical chart of Summit Wealth & Retirement Planning 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 Summit Wealth & Retirement Planning 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 Summit Wealth & Retirement Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $9.3M 237k 39.44

More positions owned by Summit Wealth & Retirement Planning

Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Vanguard World Mega Cap Index (MGC)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Rus 1000 Val Etf (IWD)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Msci Eafe Etf (EFA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Summit Wealth & Retirement Planning

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