AIS
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American Investment Services’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

American Investment Services’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.41M Buy
136,747
+6,695
+5% +$256K 1.14% 26
2026
Q1 		$4.64M Buy
130,052
+18,752
+17% +$676K 1.04% 30
2025
Q4 		$3.81M Buy
111,300
+3,460
+3% +$115K 0.88% 30
2025
Q3 		$3.55M Buy
107,840
+6,830
+7% +$218K 0.85% 30
2025
Q2 		$3.13M Sell
101,010
-11,151
-10% -$330K 0.8% 33
2025
Q1 		$3.43M Buy
112,161
+20,189
+22% +$624K 0.6% 43
2024
Q4 		$2.76M Buy
91,972
+6,976
+8% +$218K 0.49% 48
2024
Q3 		$2.62M Buy
84,996
+160
+0.2% +$4.77K 0.44% 52
2024
Q2 		$2.45M Buy
84,836
+4,780
+6% +$139K 0.43% 51
2024
Q1 		$2.4M Buy
80,056
+3,867
+5% +$108K 0.43% 51
2023
Q4 		$2.06M Buy
76,189
+48,131
+172% +$1.21M 0.39% 53
2023
Q3 		$696K Buy
28,058
+17,482
+165% +$448K 0.15% 84
2023
Q2 		$269K Buy
+10,576
New +$260K 0.05% 123

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

American Investment Services increased its Dimensional US Large Cap Value ETF (DFLV) stake by 5.1% in Q2 2026, buying an estimated $256K and bringing the position to 136,747 shares worth $5.41M. The position accounts for 1.14% of the portfolio, ranked #26.

American Investment Services first reported a position in DFLV in Q2 2023 and has held it in 13 quarters since. 394 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • American Investment Services held 136,747 shares of Dimensional US Large Cap Value ETF worth $5.41M as of Q2 2026.
  • American Investment Services bought 6,695 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $256K.
  • Dimensional US Large Cap Value ETF made up 1.14% of American Investment Services's portfolio in Q2 2026, its #26 holding.
  • American Investment Services first reported a position in Dimensional US Large Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
  • 394 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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