FIS
DFIS icon

Fischer Investment Strategies’s Dimensional International Small Cap ETF DFIS Stock Holding History

Fischer Investment Strategies’s Portfolio DFIS Stock Details DFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-35,992
Closed -$790K – 26
2023
Q3 		$790K Sell
35,992
-7,402
-17% -$170K 0.8% 20
2023
Q2 		$990K Buy
+43,394
New +$1,000K 0.91% 19

Other funds holding DFIS

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LFG
Larson Financial Group St Louis, Missouri $3.13B AUM 22.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
TWP
Total Wealth Planning Cincinnati, Ohio $46.7M AUM 13.43% 1-Year Est. Return

Fischer Investment Strategies's DFIS Position: Q4 2023 in Review

Fischer Investment Strategies sold out of Dimensional International Small Cap ETF (DFIS) in Q4 2023, closing a stake of 35,992 shares — an estimated $790K sold.

Fischer Investment Strategies first reported a position in DFIS in Q2 2023 and held it in 2 quarters. The position peaked at $990K in Q2 2023. 159 funds tracked by Wall St. Rank hold DFIS as of Q4 2023.

  • Fischer Investment Strategies reported no remaining Dimensional International Small Cap ETF position as of Q4 2023 after selling out during the quarter.
  • Fischer Investment Strategies sold 35,992 Dimensional International Small Cap ETF shares in Q4 2023, an estimated $790K.
  • Fischer Investment Strategies first reported a position in Dimensional International Small Cap ETF in Q2 2023 and held it in 2 quarters.
  • Fischer Investment Strategies's Dimensional International Small Cap ETF position peaked at $990K in Q2 2023.
  • 159 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q4 2023.

Based on Fischer Investment Strategies's 13F filing for Q4 2023, filed 12 Feb 2024.