American Investment Services’s Dimensional US Large Cap Vector ETF DFVX Stock Holding History

American Investment Services’s Portfolio DFVX Stock Details DFVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$673K	Sell	8,180 -1,030	-11%	-$82.8K	0.14%	85
2026 Q1	$684K	Sell	9,210 -2,466	-21%	-$189K	0.15%	78
2025 Q4	$868K	Sell	11,676 -208	-2%	-$15.3K	0.2%	71
2025 Q3	$864K	Sell	11,884 -828	-7%	-$58.7K	0.21%	72
2025 Q2	$876K	Buy	12,712 +498	+4%	+$32.1K	0.22%	69
2025 Q1	$783K	Buy	12,214 +8	+0.1%	+$534	0.14%	91
2024 Q4	$797K	Sell	12,206 -579	-5%	-$38.7K	0.14%	88
2024 Q3	$838K	Buy	12,785 +78	+0.6%	+$4.92K	0.14%	91
2024 Q2	$789K	Buy	12,707 +1	+0%	+$61	0.14%	87
2024 Q1	$796K	Buy	12,706 +4,234	+50%	+$249K	0.14%	85
2023 Q4	$476K	Buy	+8,472	New	+$456K	0.09%	104

Other funds holding DFVX

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.27B AUM 19.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wealthquest Cincinnati, Ohio $1.59B AUM 18.1% 1-Year Est. Return

Curio Wealth Annapolis, Maryland $322M AUM 16.26% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

ELM

Elite Life Management Sarasota, Florida $85.4M AUM 22.37% 1-Year Est. Return

MWA

Medallion Wealth Advisors Farmington, Connecticut $317M AUM 21.26% 1-Year Est. Return

USWIA

UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $168M AUM 30.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MHS

M Holdings Securities Portland, Oregon $731M AUM 34.87% 1-Year Est. Return

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

American Investment Services reduced its Dimensional US Large Cap Vector ETF (DFVX) stake by 11% in Q2 2026, selling an estimated $82.8K and leaving 8,180 shares worth $673K. The position accounts for 0.14% of the portfolio, ranked #85.

American Investment Services first reported a position in DFVX in Q4 2023 and has held it in 11 quarters since. The position peaked at $876K in Q2 2025. 51 funds tracked by Wall St. Rank hold DFVX as of Q2 2026.

American Investment Services held 8,180 shares of Dimensional US Large Cap Vector ETF worth $673K as of Q2 2026.
American Investment Services sold 1,030 Dimensional US Large Cap Vector ETF shares in Q2 2026, an estimated $82.8K.
Dimensional US Large Cap Vector ETF made up 0.14% of American Investment Services's portfolio in Q2 2026, its #85 holding.
American Investment Services first reported a position in Dimensional US Large Cap Vector ETF in Q4 2023 and has held it in 11 quarters since.
American Investment Services's Dimensional US Large Cap Vector ETF position peaked at $876K in Q2 2025.
51 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q2 2026.

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