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American Investment Services’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

American Investment Services’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,049
Closed -$365K – 138
2025
Q1 		$365K Buy
11,049
+17
+0.2% +$590 0.06% 124
2024
Q4 		$382K Sell
11,032
-105
-0.9% -$3.7K 0.07% 118
2024
Q3 		$382K Sell
11,137
-15,929
-59% -$526K 0.06% 120
2024
Q2 		$873K Buy
27,066
+6,009
+29% +$189K 0.15% 81
2024
Q1 		$673K Buy
21,057
+11,014
+110% +$332K 0.12% 97
2023
Q4 		$294K Buy
10,043
+491
+5% +$13.3K 0.06% 124
2023
Q3 		$250K Buy
9,552
+440
+5% +$12K 0.05% 124
2023
Q2 		$247K Hold
9,112
– – 0.05% 129
2023
Q1 		$221K Hold
9,112
– – 0.05% 124
2022
Q4 		$221K Buy
+9,112
New +$222K 0.05% 124

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

American Investment Services's DFAC Position: Q2 2025 in Review

American Investment Services sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q2 2025, closing a stake of 11,049 shares — an estimated $365K sold.

American Investment Services first reported a position in DFAC in Q4 2022 and held it in 10 quarters. The position peaked at $873K in Q2 2024. 1,029 funds tracked by Wall St. Rank hold DFAC as of Q2 2025.

  • American Investment Services reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q2 2025 after selling out during the quarter.
  • American Investment Services sold 11,049 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q2 2025, an estimated $365K.
  • American Investment Services first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q4 2022 and held it in 10 quarters.
  • American Investment Services's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $873K in Q2 2024.
  • 1,029 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q2 2025.

Based on American Investment Services's 13F filing for Q2 2025, filed 13 Aug 2025.