AIS
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American Investment Services’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

American Investment Services’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.3M Sell
480,336
-5,455
-1% -$268K 5.19% 3
2025
Q4 		$22.6M Buy
485,791
+1,152
+0.2% +$52.3K 5.25% 3
2025
Q3 		$21.7M Sell
484,639
-12,786
-3% -$557K 5.2% 3
2025
Q2 		$21M Sell
497,425
-353,259
-42% -$14.2M 5.37% 3
2025
Q1 		$35.1M Sell
850,684
-34,738
-4% -$1.46M 6.17% 4
2024
Q4 		$36.2M Sell
885,422
-9,679
-1% -$411K 6.41% 4
2024
Q3 		$37.3M Sell
895,101
-12,718
-1% -$514K 6.23% 4
2024
Q2 		$35.7M Sell
907,819
-15,392
-2% -$609K 6.31% 4
2024
Q1 		$37.8M Sell
923,211
-11,635
-1% -$444K 6.69% 2
2023
Q4 		$34.8M Sell
934,846
-5,732
-0.6% -$197K 6.56% 2
2023
Q3 		$32M Sell
940,578
-22,487
-2% -$788K 6.83% 1
2023
Q2 		$33.2M Sell
963,065
-68,633
-7% -$2.29M 6.73% 1
2023
Q1 		$34.5M Hold
1,031,698
– – 7.1% 1
2022
Q4 		$34.5M Buy
1,031,698
+33,654
+3% +$1.12M 7.1% 1
2022
Q3 		$29.6M Buy
998,044
+38,549
+4% +$1.25M 7.03% 2
2022
Q2 		$30.3M Buy
+959,495
New +$31.9M 6.91% 2

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

American Investment Services reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 1.1% in Q1 2026, selling an estimated $268K and leaving 480,336 shares worth $23.3M. The position accounts for 5.19% of the portfolio, ranked #3.

American Investment Services first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. The position peaked at $37.8M in Q1 2024. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • American Investment Services held 480,336 shares of Dimensional US Marketwide Value ETF worth $23.3M as of Q1 2026.
  • American Investment Services sold 5,455 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $268K.
  • Dimensional US Marketwide Value ETF made up 5.19% of American Investment Services's portfolio in Q1 2026, its #3 holding.
  • American Investment Services first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • American Investment Services's Dimensional US Marketwide Value ETF position peaked at $37.8M in Q1 2024.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

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