FIS
DFUV icon

Fischer Investment Strategies’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Fischer Investment Strategies’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.3M Buy
513,880
+86,388
+20% +$4.54M 13.49% 1
2026
Q1 		$20.7M Buy
+427,492
New +$21M 12.09% 1

Other funds holding DFUV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

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

Fischer Investment Strategies increased its Dimensional US Marketwide Value ETF (DFUV) stake by 20% in Q2 2026, buying an estimated $4.54M and bringing the position to 513,880 shares worth $28.3M. The position accounts for 13.49% of the portfolio, ranked #1.

Fischer Investment Strategies first reported a position in DFUV in Q1 2026 and has held it in 2 quarters since. 277 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Fischer Investment Strategies held 513,880 shares of Dimensional US Marketwide Value ETF worth $28.3M as of Q2 2026.
  • Fischer Investment Strategies bought 86,388 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $4.54M.
  • Dimensional US Marketwide Value ETF made up 13.49% of Fischer Investment Strategies's portfolio in Q2 2026, its #1 holding.
  • Fischer Investment Strategies first reported a position in Dimensional US Marketwide Value ETF in Q1 2026 and has held it in 2 quarters since.
  • 277 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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