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Diversified Portfolios Inc’s Fidelity Small-Mid Multifactor ETF FSMD Stock Holding History

Diversified Portfolios Inc’s Portfolio FSMD Stock Details FSMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$294K Sell
5,554
-282
-5% -$13.9K 0.02% 170
2026
Q1 		$261K Sell
5,836
-478
-8% -$21.9K 0.02% 158
2025
Q4 		$279K Sell
6,314
-2,182
-26% -$95.6K 0.02% 154
2025
Q3 		$374K Sell
8,496
-68
-0.8% -$2.92K 0.03% 135
2025
Q2 		$355K Sell
8,564
-470
-5% -$18.5K 0.03% 134
2025
Q1 		$354K Sell
9,034
-2,306
-20% -$94.7K 0.04% 118
2024
Q4 		$467K Buy
+11,340
New +$482K 0.05% 111

Other funds holding FSMD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $3.94B AUM 18.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KIM
Kestra Investment Management Austin, Texas $5.16B AUM 18.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
AWMS
Advocacy Wealth Management Services Atlanta, Georgia $2.75B AUM 19.24% 1-Year Est. Return

Diversified Portfolios Inc's FSMD Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its Fidelity Small-Mid Multifactor ETF (FSMD) stake by 4.8% in Q2 2026, selling an estimated $13.9K and leaving 5,554 shares worth $294K. The position accounts for 0.02% of the portfolio, ranked #170.

Diversified Portfolios Inc first reported a position in FSMD in Q4 2024 and has held it in 7 quarters since. The position peaked at $467K in Q4 2024. 187 funds tracked by Wall St. Rank hold FSMD as of Q2 2026.

  • Diversified Portfolios Inc held 5,554 shares of Fidelity Small-Mid Multifactor ETF worth $294K as of Q2 2026.
  • Diversified Portfolios Inc sold 282 Fidelity Small-Mid Multifactor ETF shares in Q2 2026, an estimated $13.9K.
  • Fidelity Small-Mid Multifactor ETF made up 0.02% of Diversified Portfolios Inc's portfolio in Q2 2026, its #170 holding.
  • Diversified Portfolios Inc first reported a position in Fidelity Small-Mid Multifactor ETF in Q4 2024 and has held it in 7 quarters since.
  • Diversified Portfolios Inc's Fidelity Small-Mid Multifactor ETF position peaked at $467K in Q4 2024.
  • 187 funds tracked by Wall St. Rank held Fidelity Small-Mid Multifactor ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.