American Investment Services’s Dimensional World Equity ETF DFAW Stock Holding History

American Investment Services’s Portfolio DFAW Stock Details DFAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.11M	Sell	110,004 -3,538	-3%	-$286K	1.92%	16
2026 Q1	$8.38M	Buy	113,542 +1,115	+1%	+$84.9K	1.87%	16
2025 Q4	$8.32M	Buy	112,427 +9,702	+9%	+$706K	1.93%	14
2025 Q3	$7.38M	Buy	102,725 +3	+0%	+$209	1.77%	18
2025 Q2	$6.89M	Sell	102,722 -1,774	-2%	-$111K	1.76%	17
2025 Q1	$6.4M	Buy	104,496 +3,761	+4%	+$238K	1.13%	26
2024 Q4	$6.29M	Buy	100,735 +90,181	+854%	+$5.76M	1.11%	22
2024 Q3	$670K	Buy	+10,554	New	+$644K	0.11%	99

Other funds holding DFAW

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

American Investment Services reduced its Dimensional World Equity ETF (DFAW) stake by 3.1% in Q2 2026, selling an estimated $286K and leaving 110,004 shares worth $9.11M. The position accounts for 1.92% of the portfolio, ranked #16.

American Investment Services first reported a position in DFAW in Q3 2024 and has held it in 8 quarters since. 213 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

American Investment Services held 110,004 shares of Dimensional World Equity ETF worth $9.11M as of Q2 2026.
American Investment Services sold 3,538 Dimensional World Equity ETF shares in Q2 2026, an estimated $286K.
Dimensional World Equity ETF made up 1.92% of American Investment Services's portfolio in Q2 2026, its #16 holding.
American Investment Services first reported a position in Dimensional World Equity ETF in Q3 2024 and has held it in 8 quarters since.
213 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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