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Dickmeyer Boyce Financial Management’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History

Dickmeyer Boyce Financial Management’s Portfolio FNDA Stock Details FNDA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.11M Buy
60,421
+3,723
+7% +$138K 1.08% 25
2026
Q2 		$2.16M Buy
56,698
+6,436
+13% +$230K 1.12% 26
2026
Q1 		$1.63M Buy
+50,262
New +$1.68M 0.96% 26

Other funds holding FNDA

CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CFGA
Cambridge Financial Group (Arizona) Tucson, Arizona $317M AUM 17.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return

Dickmeyer Boyce Financial Management's FNDA Position: Q3 2026 in Review

Dickmeyer Boyce Financial Management increased its Schwab Fundamental US Small Company Index ETF (FNDA) stake by 6.6% in Q3 2026, buying an estimated $138K and bringing the position to 60,421 shares worth $2.11M. The position accounts for 1.08% of the portfolio, ranked #25.

Dickmeyer Boyce Financial Management first reported a position in FNDA in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.16M in Q2 2026. 11 funds tracked by Wall St. Rank hold FNDA as of Q3 2026.

  • Dickmeyer Boyce Financial Management held 60,421 shares of Schwab Fundamental US Small Company Index ETF worth $2.11M as of Q3 2026.
  • Dickmeyer Boyce Financial Management bought 3,723 Schwab Fundamental US Small Company Index ETF shares in Q3 2026, an estimated $138K.
  • Schwab Fundamental US Small Company Index ETF made up 1.08% of Dickmeyer Boyce Financial Management's portfolio in Q3 2026, its #25 holding.
  • Dickmeyer Boyce Financial Management first reported a position in Schwab Fundamental US Small Company Index ETF in Q1 2026 and has held it in 3 quarters since.
  • Dickmeyer Boyce Financial Management's Schwab Fundamental US Small Company Index ETF position peaked at $2.16M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Schwab Fundamental US Small Company Index ETF as of Q3 2026.

Based on Dickmeyer Boyce Financial Management's 13F filing for Q3 2026, filed 8 Oct 2026.