FIS
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Fischer Investment Strategies’s Dimensional US Small Cap ETF DFAS Stock Holding History

Fischer Investment Strategies’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.41M Sell
19,840
-30,939
-61% -$2.27M 0.82% 24
2025
Q4 		$3.54M Buy
+50,779
New +$3.5M 2.06% 19

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.02B AUM 23.54% 1-Year Est. Return

Fischer Investment Strategies's DFAS Position: Q1 2026 in Review

Fischer Investment Strategies reduced its Dimensional US Small Cap ETF (DFAS) stake by 61% in Q1 2026, selling an estimated $2.27M and leaving 19,840 shares worth $1.41M. The position accounts for 0.82% of the portfolio, ranked #24.

Fischer Investment Strategies first reported a position in DFAS in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.54M in Q4 2025. 879 funds tracked by Wall St. Rank hold DFAS as of Q1 2026.

  • Fischer Investment Strategies held 19,840 shares of Dimensional US Small Cap ETF worth $1.41M as of Q1 2026.
  • Fischer Investment Strategies sold 30,939 Dimensional US Small Cap ETF shares in Q1 2026, an estimated $2.27M.
  • Dimensional US Small Cap ETF made up 0.82% of Fischer Investment Strategies's portfolio in Q1 2026, its #24 holding.
  • Fischer Investment Strategies first reported a position in Dimensional US Small Cap ETF in Q4 2025 and has held it in 2 quarters since.
  • Fischer Investment Strategies's Dimensional US Small Cap ETF position peaked at $3.54M in Q4 2025.
  • 879 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q1 2026.

Based on Fischer Investment Strategies's 13F filing for Q1 2026, filed 4 Jun 2026.