Number of Shares
307,722.00
Current Holdings Value*
$20.62 Mil
% of Portfolio
13.84%
Total Estimate Gain
$1.15 Mil
% of Total Estimate Gain
3.93%

FISCHER INVESTMENT STRATEGIES, LLC's Dimensional U.S. Equity Market ETF Holding Summary

As of 2025-06-30, FISCHER INVESTMENT STRATEGIES, LLC held 307,722.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $20.62 Mil. This investment constitutes 13.84% of their stock portfolio, and FISCHER INVESTMENT STRATEGIES, LLC now holds 0.13% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.

The initial trade took place in 2024Q4. And since then FISCHER INVESTMENT STRATEGIES, LLC has made 2 purchases of DFUS, at an average price of $64.05, for a total of 455,137.00 shares. In addition, there have been 1 sales at an average price of $61.90 for 147,415.00 shares. Based on historical transaction data and DFUS's current price of $68.81, FISCHER INVESTMENT STRATEGIES, LLC's estimated gain on his DFUS holdings is $1.15 Mil, reflecting a 3.93% gain to date.

FISCHER INVESTMENT STRATEGIES, LLC DFUS ($68.81) Holding Chart

FISCHER INVESTMENT STRATEGIES, LLC DFUS ($68.81) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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