AIS
DFAU icon

American Investment Services’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

American Investment Services’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.83M Buy
40,449
+1,640
+4% +$77.1K 0.41% 53
2025
Q4 		$1.82M Buy
38,809
+5,322
+16% +$247K 0.42% 52
2025
Q3 		$1.53M Buy
33,487
+45
+0.1% +$1.98K 0.37% 56
2025
Q2 		$1.42M Buy
33,442
+11
+0% +$431 0.36% 58
2025
Q1 		$1.29M Sell
33,431
-157
-0.5% -$6.37K 0.23% 75
2024
Q4 		$1.36M Sell
33,588
-826
-2% -$33.7K 0.24% 72
2024
Q3 		$1.37M Sell
34,414
-25,673
-43% -$981K 0.23% 71
2024
Q2 		$2.25M Buy
60,087
+7,314
+14% +$266K 0.4% 54
2024
Q1 		$1.93M Buy
52,773
+21,454
+69% +$743K 0.34% 60
2023
Q4 		$1.04M Buy
31,319
+3,180
+11% +$98.7K 0.2% 76
2023
Q3 		$843K Buy
28,139
+475
+2% +$14.8K 0.18% 76
2023
Q2 		$857K Sell
27,664
-2,452
-8% -$71.9K 0.17% 78
2023
Q1 		$814K Hold
30,116
– – 0.17% 81
2022
Q4 		$814K Buy
30,116
+7,092
+31% +$193K 0.17% 81
2022
Q3 		$579K Buy
23,024
+1,065
+5% +$29.7K 0.14% 83
2022
Q2 		$580K Sell
21,959
-52,517
-71% -$1.51M 0.13% 81
2022
Q1 		$2.35M Buy
74,476
+12,335
+20% +$383K 0.52% 37
2021
Q4 		$2.05M Buy
62,141
+5,084
+9% +$163K 0.45% 46
2021
Q3 		$1.72M Buy
57,057
+5,981
+12% +$185K 0.39% 48
2021
Q2 		$1.54M Buy
+51,076
New +$1.51M 0.36% 52

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return
MWM
Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $316M AUM

American Investment Services's DFAU Position: Q1 2026 in Review

American Investment Services increased its Dimensional US Core Equity Market ETF (DFAU) stake by 4.2% in Q1 2026, buying an estimated $77.1K and bringing the position to 40,449 shares worth $1.83M. The position accounts for 0.41% of the portfolio, ranked #53.

American Investment Services first reported a position in DFAU in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.35M in Q1 2022. 571 funds tracked by Wall St. Rank hold DFAU as of Q1 2026.

  • American Investment Services held 40,449 shares of Dimensional US Core Equity Market ETF worth $1.83M as of Q1 2026.
  • American Investment Services bought 1,640 Dimensional US Core Equity Market ETF shares in Q1 2026, an estimated $77.1K.
  • Dimensional US Core Equity Market ETF made up 0.41% of American Investment Services's portfolio in Q1 2026, its #53 holding.
  • American Investment Services first reported a position in Dimensional US Core Equity Market ETF in Q2 2021 and has held it in 20 quarters since.
  • American Investment Services's Dimensional US Core Equity Market ETF position peaked at $2.35M in Q1 2022.
  • 571 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q1 2026.

Based on American Investment Services's 13F filing for Q1 2026, filed 13 May 2026.