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American Investment Services’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

American Investment Services’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$321K Sell
7,592
-16,867
-69% -$720K 0.07% 114
2025
Q4 		$1.04M Buy
+24,459
New +$1.05M 0.24% 66
2025
Q2 		– Sell
-10,176
Closed -$428K – 139
2025
Q1 		$428K Sell
10,176
-593
-6% -$24.7K 0.08% 117
2024
Q4 		$444K Sell
10,769
-115,679
-91% -$4.87M 0.08% 113
2024
Q3 		$5.46M Buy
126,448
+108,253
+595% +$4.61M 0.91% 31
2024
Q2 		$756K Sell
18,195
-3,355
-16% -$139K 0.13% 91
2024
Q1 		$904K Buy
21,550
+2,649
+14% +$111K 0.16% 80
2023
Q4 		$801K Buy
18,901
+6,797
+56% +$278K 0.15% 83
2023
Q3 		$489K Buy
12,104
+285
+2% +$11.8K 0.1% 96
2023
Q2 		$493K Buy
11,819
+1,729
+17% +$73K 0.1% 98
2023
Q1 		$419K Hold
10,090
– – 0.09% 102
2022
Q4 		$419K Buy
+10,090
New +$417K 0.09% 102

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

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

American Investment Services reduced its Dimensional Core Fixed Income ETF (DFCF) stake by 69% in Q1 2026, selling an estimated $720K and leaving 7,592 shares worth $321K. The position accounts for 0.07% of the portfolio, ranked #114.

American Investment Services first reported a position in DFCF in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.46M in Q3 2024. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • American Investment Services held 7,592 shares of Dimensional Core Fixed Income ETF worth $321K as of Q1 2026.
  • American Investment Services sold 16,867 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $720K.
  • Dimensional Core Fixed Income ETF made up 0.07% of American Investment Services's portfolio in Q1 2026, its #114 holding.
  • American Investment Services first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 12 quarters since.
  • American Investment Services's Dimensional Core Fixed Income ETF position peaked at $5.46M in Q3 2024.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

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