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 Q2	$335K	Buy	7,928 +336	+4%	+$14.2K	0.07%	115
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

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

TLFA

True Link Financial Advisors San Francisco, California $1.73B AUM 9.28% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

American Investment Services increased its Dimensional Core Fixed Income ETF (DFCF) stake by 4.4% in Q2 2026, buying an estimated $14.2K and bringing the position to 7,928 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #115.

American Investment Services first reported a position in DFCF in Q4 2022 and has held it in 13 quarters since. The position peaked at $5.46M in Q3 2024. 510 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

American Investment Services held 7,928 shares of Dimensional Core Fixed Income ETF worth $335K as of Q2 2026.
American Investment Services bought 336 Dimensional Core Fixed Income ETF shares in Q2 2026, an estimated $14.2K.
Dimensional Core Fixed Income ETF made up 0.07% of American Investment Services's portfolio in Q2 2026, its #115 holding.
American Investment Services first reported a position in Dimensional Core Fixed Income ETF in Q4 2022 and has held it in 13 quarters since.
American Investment Services's Dimensional Core Fixed Income ETF position peaked at $5.46M in Q3 2024.
510 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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