FISCHER INVESTMENT STRATEGIES, LLC DFIV — DIMENSIONAL ETF TRUST

Ownership history in FISCHER INVESTMENT STRATEGIES, LLC  ·  11 quarters on record

AI Ownership Summary

FISCHER INVESTMENT STRATEGIES, LLC reported DIMENSIONAL ETF TRUST (DFIV) in 11 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 11.02% in 2026 Q1. The latest visible filing shows DFIV at 11.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFIV ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FISCHER INVESTMENT STRATEGIES, LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFIV was reported at 11.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFIV stock page FISCHER INVESTMENT STRATEGIES, LLC fund profile FISCHER INVESTMENT STRATEGIES, LLC full holdings
How FISCHER INVESTMENT STRATEGIES, LLC held DFIV — position size vs. price
% of Fund (quarterly)    DFIV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 357,778 +53,558 +17.6% 11.02% $18.9M 2026-06-04 $55.11
2025 Q4 ADDED — — — 304,220 +61,507 +25.3% 8.85% $15.2M 2026-01-28 $52.04
2025 Q3 ADDED — — — 242,713 +57,598 +31.1% 6.72% $11.2M 2025-10-28 $45.70
2025 Q2 ADDED — — — 185,115 +37,569 +25.5% 5.32% $7.9M 2025-07-24 $43.06
2025 Q1 ADDED — — — 147,546 +26,147 +21.5% 4.28% $5.8M 2025-05-15 $39.53
2024 Q3 ADDED — — — 121,399 +6,522 +5.7% 3.98% $4.6M 2024-10-24 $34.79
2024 Q2 REDUCED — — — 114,877 -3,001 -2.5% 4.03% $4.1M 2024-08-13 $33.75
2024 Q1 REDUCED 56.9% +0.2% ❌ 117,878 -155,715 -56.9% 3.79% $4.3M 2024-05-14 $34.67
2023 Q4 ADDED — — — 273,593 +190,614 +229.7% 7.11% $9.4M 2024-02-12 $31.01
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFIV

As of 2026 Q1 — sorted by position size

DIXON FNANCIAL SERVICES, INC. 3Y 29.45% Team Hewins, LLC 3Y 27.63% Financially in Tune, LLC 20.29% Robinswood Financial LLC 16.6% PINNEY & SCOFIELD, INC. 12.09% Navigoe, LLC 11.99% Disciplined Equity Management, Inc. 3Y 10.6% JDH Wealth Management, LLC 10.39% Trinity Financial Advisors LLC 3Y 9.95% Parkwoods Wealth Partners, LLC 9.94%

FAQ About FISCHER INVESTMENT STRATEGIES, LLC and DFIV

These are the practical questions this page is built to answer before you even open the full history table.

How long has FISCHER INVESTMENT STRATEGIES, LLC reported owning DFIV?

FISCHER INVESTMENT STRATEGIES, LLC reported DFIV across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DFIV position in FISCHER INVESTMENT STRATEGIES, LLC's portfolio?

The largest reported portfolio weight for DFIV was 11.02% in 2026 Q1.

What is the latest reported DFIV position on this page?

The most recent filing on this page is 2026 Q1, when FISCHER INVESTMENT STRATEGIES, LLC reported 357,778 shares, equal to 11.02% of portfolio, with an estimated market value of $18.9M.

What does the chart on this DFIV ownership page compare?

The chart compares FISCHER INVESTMENT STRATEGIES, LLC's quarterly DFIV portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FISCHER INVESTMENT STRATEGIES, LLC time their DFIV position?

Based on 13F filing dates vs. subsequent DFIV price moves, FISCHER INVESTMENT STRATEGIES, LLC correctly timed 7 out of 10 reported position changes (70%). The annualised alpha on DFIV relative to SPY over the holding period was +1.5%.

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