AIS
DFSD

American Investment Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

American Investment Services’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.86M Buy
38,867
+2,930
+8% +$141K 0.42% 50
2025
Q4 		$1.72M Buy
35,937
+4,857
+16% +$234K 0.4% 54
2025
Q3 		$1.5M Sell
31,080
-6,260
-17% -$301K 0.36% 57
2025
Q2 		$1.79M Sell
37,340
-890
-2% -$42.4K 0.46% 50
2025
Q1 		$1.82M Buy
38,230
+2,116
+6% +$99.9K 0.32% 63
2024
Q4 		$1.69M Buy
36,114
+14,349
+66% +$679K 0.3% 62
2024
Q3 		$1.04M Sell
21,765
-10,145
-32% -$481K 0.17% 80
2024
Q2 		$1.5M Buy
31,910
+7,713
+32% +$362K 0.27% 68
2024
Q1 		$1.14M Buy
24,197
+6,183
+34% +$291K 0.2% 73
2023
Q4 		$847K Buy
18,014
+8,874
+97% +$413K 0.16% 80
2023
Q3 		$424K Buy
9,140
+2,745
+43% +$128K 0.09% 101
2023
Q2 		$296K Buy
+6,395
New +$298K 0.06% 118

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

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

American Investment Services increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.2% in Q1 2026, buying an estimated $141K and bringing the position to 38,867 shares worth $1.86M. The position accounts for 0.42% of the portfolio, ranked #50.

American Investment Services first reported a position in DFSD in Q2 2023 and has held it in 12 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • American Investment Services held 38,867 shares of Dimensional Short-Duration Fixed Income ETF worth $1.86M as of Q1 2026.
  • American Investment Services bought 2,930 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $141K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.42% of American Investment Services's portfolio in Q1 2026, its #50 holding.
  • American Investment Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 12 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

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