AIS
DFVX icon

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
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 $5.05B AUM 16.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
CW
Curio Wealth Annapolis, Maryland $293M AUM 14.23% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return
ELM
Elite Life Management Sarasota, Florida $80M AUM 23.03% 1-Year Est. Return
MHS
M Holdings Securities Portland, Oregon $1.48B AUM 26.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MWA
Medallion Wealth Advisors Farmington, Connecticut $306M AUM 16.91% 1-Year Est. Return
USWIA
UP Strategic Wealth Investment Advisors Pittsburgh, Pennsylvania $159M AUM 24.31% 1-Year Est. Return

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

American Investment Services reduced its Dimensional US Large Cap Vector ETF (DFVX) stake by 21% in Q1 2026, selling an estimated $189K and leaving 9,210 shares worth $684K. The position accounts for 0.15% of the portfolio, ranked #78.

American Investment Services first reported a position in DFVX in Q4 2023 and has held it in 10 quarters since. The position peaked at $876K in Q2 2025. 41 funds tracked by Wall St. Rank hold DFVX as of Q1 2026.

  • American Investment Services held 9,210 shares of Dimensional US Large Cap Vector ETF worth $684K as of Q1 2026.
  • American Investment Services sold 2,466 Dimensional US Large Cap Vector ETF shares in Q1 2026, an estimated $189K.
  • Dimensional US Large Cap Vector ETF made up 0.15% of American Investment Services's portfolio in Q1 2026, its #78 holding.
  • American Investment Services first reported a position in Dimensional US Large Cap Vector ETF in Q4 2023 and has held it in 10 quarters since.
  • American Investment Services's Dimensional US Large Cap Vector ETF position peaked at $876K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held Dimensional US Large Cap Vector ETF as of Q1 2026.

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