FIS
DFUS

Fischer Investment Strategies’s Dimensional US Equity ETF DFUS Stock Holding History

Fischer Investment Strategies’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.38M Sell
53,423
-10,081
-16% -$797K 2.09% 15
2026
Q1 		$4.5M Sell
63,504
-8,748
-12% -$648K 2.63% 13
2025
Q4 		$5.36M Sell
72,252
-15,833
-18% -$1.16M 3.12% 9
2025
Q3 		$6.38M Sell
88,085
-219,637
-71% -$15.3M 3.83% 10
2025
Q2 		$20.6M Sell
307,722
-147,415
-32% -$9.13M 13.84% 1
2025
Q1 		$27.5M Buy
455,137
+188,298
+71% +$12M 20.27% 1
2024
Q4 		$17M Buy
+266,839
New +$17.1M 13.52% 1

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Fischer Investment Strategies's DFUS Position: Q2 2026 in Review

Fischer Investment Strategies reduced its Dimensional US Equity ETF (DFUS) stake by 16% in Q2 2026, selling an estimated $797K and leaving 53,423 shares worth $4.38M. The position accounts for 2.09% of the portfolio, ranked #15.

Fischer Investment Strategies first reported a position in DFUS in Q4 2024 and has held it in 7 quarters since. The position peaked at $27.5M in Q1 2025. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Fischer Investment Strategies held 53,423 shares of Dimensional US Equity ETF worth $4.38M as of Q2 2026.
  • Fischer Investment Strategies sold 10,081 Dimensional US Equity ETF shares in Q2 2026, an estimated $797K.
  • Dimensional US Equity ETF made up 2.09% of Fischer Investment Strategies's portfolio in Q2 2026, its #15 holding.
  • Fischer Investment Strategies first reported a position in Dimensional US Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • Fischer Investment Strategies's Dimensional US Equity ETF position peaked at $27.5M in Q1 2025.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

Based on Fischer Investment Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.