Ken Fisher
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Ken Fisher’s Dimensional US Small Cap ETF DFAS Stock Holding History

Ken Fisher’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
Q2 		$287K Buy
+3,483
New +$270K ﹤0.01% 935
2025
Q2 		– Sell
-9,413
Closed -$562K – 1007
2025
Q1 		$562K Buy
+9,413
New +$605K ﹤0.01% 767
2024
Q2 		– Sell
-7,463
Closed -$465K – 997
2024
Q1 		$465K Buy
+7,463
New +$442K ﹤0.01% 782
2022
Q1 		– Sell
-4,962
Closed -$298K – 964
2021
Q4 		$298K Buy
+4,962
New +$300K ﹤0.01% 853

Other funds holding DFAS

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Ken Fisher's DFAS Position: Q2 2026 in Review

Ken Fisher opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 3,483 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #935 among its holdings. This is a return to the name: Ken Fisher previously reported a position in DFAS as recently as Q1 2025.

Ken Fisher first reported a position in DFAS in Q4 2021 and has held it in 4 quarters since. The position peaked at $562K in Q1 2025. 525 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Ken Fisher held 3,483 shares of Dimensional US Small Cap ETF worth $287K as of Q2 2026.
  • Dimensional US Small Cap ETF was a new Ken Fisher position in Q2 2026.
  • Dimensional US Small Cap ETF made up ﹤0.01% of Ken Fisher's portfolio in Q2 2026, its #935 holding.
  • Ken Fisher first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 4 quarters since.
  • Ken Fisher's Dimensional US Small Cap ETF position peaked at $562K in Q1 2025.
  • 525 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.