FISCHER INVESTMENT STRATEGIES, LLC DFUV β€” DIMENSIONAL ETF TRUST

Ownership history in FISCHER INVESTMENT STRATEGIES, LLC  Β·  2 quarters on record

AI Ownership Summary

FISCHER INVESTMENT STRATEGIES, LLC reported DIMENSIONAL ETF TRUST (DFUV) in 2 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 13.49% in 2026 Q2. The latest visible filing shows DFUV at 13.49% 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.

What this DFUV 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 Q2

DFUV was reported at 13.49% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
13.49% in 2026 Q2

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

Time in book
Holding Window
2026 Q1 to 2026 Q2

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.

How FISCHER INVESTMENT STRATEGIES, LLC held DFUV β€” position size vs. price
% of Fund (quarterly)    DFUV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED β€” β€” β€” 513,880 +86,388 +20.2% 13.49% $28.3M 2026-07-24 $nan
2026 Q1 INITIATED β€” β€” β€” 427,492 β€” β€” 12.09% $20.7M 2026-06-04 $54.42

FAQ About FISCHER INVESTMENT STRATEGIES, LLC and DFUV

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 DFUV?

FISCHER INVESTMENT STRATEGIES, LLC reported DFUV across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

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

The largest reported portfolio weight for DFUV was 13.49% in 2026 Q2.

What is the latest reported DFUV position on this page?

The most recent filing on this page is 2026 Q2, when FISCHER INVESTMENT STRATEGIES, LLC reported 513,880 shares, equal to 13.49% of portfolio, with an estimated market value of $28.3M.

What does the chart on this DFUV ownership page compare?

The chart compares FISCHER INVESTMENT STRATEGIES, LLC's quarterly DFUV 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.

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