FIS
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Fischer Investment Strategies’s Dimensional US Targeted Value ETF DFAT Stock Holding History

Fischer Investment Strategies’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,095
Closed -$528K – 25
2023
Q4 		$528K Buy
+10,095
New +$472K 0.4% 17

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JTWM
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Fischer Investment Strategies's DFAT Position: Q1 2024 in Review

Fischer Investment Strategies sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2024, closing a stake of 10,095 shares — an estimated $528K sold.

Fischer Investment Strategies first reported a position in DFAT in Q4 2023 and held it in 1 quarter. The position peaked at $528K in Q4 2023. 599 funds tracked by Wall St. Rank hold DFAT as of Q1 2024.

  • Fischer Investment Strategies reported no remaining Dimensional US Targeted Value ETF position as of Q1 2024 after selling out during the quarter.
  • Fischer Investment Strategies sold 10,095 Dimensional US Targeted Value ETF shares in Q1 2024, an estimated $528K.
  • Fischer Investment Strategies first reported a position in Dimensional US Targeted Value ETF in Q4 2023 and held it in 1 quarter.
  • Fischer Investment Strategies's Dimensional US Targeted Value ETF position peaked at $528K in Q4 2023.
  • 599 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2024.

Based on Fischer Investment Strategies's 13F filing for Q1 2024, filed 14 May 2024.