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American Investment Services’s Dimensional US Small Cap ETF DFAS Stock Holding History

American Investment Services’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 		$15.1M Buy
183,701
+4,407
+2% +$341K 3.2% 5
2026
Q1 		$12.8M Sell
179,294
-2,696
-1% -$198K 2.84% 6
2025
Q4 		$12.7M Buy
181,990
+14,077
+8% +$970K 2.94% 6
2025
Q3 		$11.5M Sell
167,913
-4,000
-2% -$267K 2.76% 6
2025
Q2 		$11M Sell
171,913
-9,286
-5% -$557K 2.8% 5
2025
Q1 		$10.8M Buy
181,199
+8,180
+5% +$526K 1.91% 11
2024
Q4 		$11.3M Sell
173,019
-823
-0.5% -$55K 1.99% 11
2024
Q3 		$11.3M Sell
173,842
-5,175
-3% -$324K 1.88% 12
2024
Q2 		$10.8M Buy
179,017
+774
+0.4% +$46.6K 1.9% 12
2024
Q1 		$11.1M Sell
178,243
-1,708
-0.9% -$101K 1.97% 11
2023
Q4 		$10.7M Buy
179,951
+13,347
+8% +$715K 2.02% 11
2023
Q3 		$8.75M Buy
166,604
+6,609
+4% +$364K 1.87% 15
2023
Q2 		$8.77M Sell
159,995
-3,323
-2% -$173K 1.78% 16
2023
Q1 		$8.35M Hold
163,318
– – 1.72% 19
2022
Q4 		$8.35M Sell
163,318
-2,921
-2% -$150K 1.72% 19
2022
Q3 		$7.73M Sell
166,239
-386
-0.2% -$19.7K 1.84% 18
2022
Q2 		$8M Buy
166,625
+14,865
+10% +$771K 1.82% 19
2022
Q1 		$8.51M Buy
151,760
+3,899
+3% +$220K 1.87% 19
2021
Q4 		$8.87M Buy
147,861
+2,770
+2% +$167K 1.94% 18
2021
Q3 		$8.34M Buy
145,091
+10,281
+8% +$593K 1.87% 19
2021
Q2 		$7.87M Buy
+134,810
New +$7.84M 1.81% 18

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Investment Services's DFAS Position: Q2 2026 in Review

American Investment Services increased its Dimensional US Small Cap ETF (DFAS) stake by 2.5% in Q2 2026, buying an estimated $341K and bringing the position to 183,701 shares worth $15.1M. The position accounts for 3.2% of the portfolio, ranked #5.

American Investment Services first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • American Investment Services held 183,701 shares of Dimensional US Small Cap ETF worth $15.1M as of Q2 2026.
  • American Investment Services bought 4,407 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $341K.
  • Dimensional US Small Cap ETF made up 3.2% of American Investment Services's portfolio in Q2 2026, its #5 holding.
  • American Investment Services first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
  • 909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on American Investment Services's 13F filing for Q2 2026, filed 12 Aug 2026.