AIS
DFUS

American Investment Services’s Dimensional US Equity ETF DFUS Stock Holding History

American Investment Services’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.9M Buy
181,888
+8,473
+5% +$670K 3.15% 7
2026
Q1 		$12.3M Buy
173,415
+11,560
+7% +$857K 2.74% 7
2025
Q4 		$12M Buy
161,855
+13,064
+9% +$960K 2.79% 7
2025
Q3 		$10.8M Sell
148,791
-6,992
-4% -$487K 2.59% 8
2025
Q2 		$10.4M Sell
155,783
-478,890
-75% -$29.7M 2.67% 8
2025
Q1 		$38.4M Sell
634,673
-5,676
-0.9% -$363K 6.76% 2
2024
Q4 		$40.8M Buy
640,349
+795
+0.1% +$51K 7.23% 2
2024
Q3 		$39.8M Sell
639,554
-11,047
-2% -$661K 6.64% 2
2024
Q2 		$38.3M Sell
650,601
-2,575
-0.4% -$146K 6.78% 2
2024
Q1 		$37.2M Sell
653,176
-1,961
-0.3% -$106K 6.6% 3
2023
Q4 		$34M Buy
655,137
+1,770
+0.3% +$85.7K 6.4% 3
2023
Q3 		$30.4M Buy
653,367
+6,932
+1% +$335K 6.5% 3
2023
Q2 		$31.1M Sell
646,435
-13,396
-2% -$609K 6.31% 4
2023
Q1 		$27.5M Hold
659,831
– – 5.65% 3
2022
Q4 		$27.5M Buy
659,831
+23,628
+4% +$988K 5.65% 3
2022
Q3 		$24.7M Buy
636,203
+9,353
+1% +$402K 5.88% 4
2022
Q2 		$25.5M Buy
626,850
+1,950
+0.3% +$86.4K 5.82% 4
2022
Q1 		$30.6M Sell
624,900
-1,284
-0.2% -$62.1K 6.73% 3
2021
Q4 		$32.4M Buy
626,184
+6,933
+1% +$348K 7.09% 2
2021
Q3 		$29.2M Buy
619,251
+6,475
+1% +$313K 6.55% 3
2021
Q2 		$28.9M Buy
+612,776
New +$28.6M 6.65% 3

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

American Investment Services increased its Dimensional US Equity ETF (DFUS) stake by 4.9% in Q2 2026, buying an estimated $670K and bringing the position to 181,888 shares worth $14.9M. The position accounts for 3.15% of the portfolio, ranked #7.

American Investment Services first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $40.8M in Q4 2024. 870 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • American Investment Services held 181,888 shares of Dimensional US Equity ETF worth $14.9M as of Q2 2026.
  • American Investment Services bought 8,473 Dimensional US Equity ETF shares in Q2 2026, an estimated $670K.
  • Dimensional US Equity ETF made up 3.15% of American Investment Services's portfolio in Q2 2026, its #7 holding.
  • American Investment Services first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
  • American Investment Services's Dimensional US Equity ETF position peaked at $40.8M in Q4 2024.
  • 870 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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