DFAS — DIMENSIONAL ETF TRUST

Ownership history in American Investment Services, Inc.  ·  19 quarters on record

AI Ownership Summary

American Investment Services, Inc. reported DIMENSIONAL ETF TRUST (DFAS) in 19 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.94% in 2025 Q4. The latest visible filing shows DFAS at 2.94% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was American Investment Services, Inc.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAS was reported at 2.94% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.94% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAS stock page American Investment Services, Inc. fund profile American Investment Services, Inc. full holdings
How American Investment Services, Inc. held DFAS — position size vs. price
% of Fund (quarterly)    DFAS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 181,990 +14,077 +8.4% 2.94% $12.7M 2026-02-14 (Est.) $75.49
2025 Q3 REDUCED 167,913 -4,000 -2.3% 2.76% $11.5M 2025-11-13 $66.98
2025 Q2 REDUCED 171,913 -9,286 -5.1% 2.80% $11.0M 2025-08-13 $67.06
2025 Q1 ADDED 181,199 +7,357 +4.2% 1.91% $10.8M 2025-05-13 $62.01
2024 Q4 UNCHANGED 173,842 — 0% 1.88% $11.3M 2025-02-14 $65.86
2024 Q3 REDUCED 173,842 -5,175 -2.9% 1.88% $11.3M 2024-11-14 $67.04
2024 Q2 ADDED 179,017 +774 +0.4% 1.90% $10.8M 2024-08-14 $59.69
2024 Q1 REDUCED 178,243 -1,708 -0.9% 1.97% $11.1M 2024-05-13 $60.06
2023 Q4 ADDED 179,951 +13,347 +8.0% 2.02% $10.7M 2024-02-12 $58.68
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFAS

As of 2026 Q1 — sorted by position size

Adelphi Trust Co 3.16% DWR WEALTH MANAGEMENT, LLC 2.79% COLLECTIVE FAMILY OFFICE LLC 3Y 1.39% Aspen Wealth Management LLC 3Y 0.79% Financial Insights, Inc. 3Y 7Y 0.37% First County Bank /CT/ 0.37% Ares Financial Consulting, LLC 0.17% Signature Wealth Management Group 3Y 7Y 0.13% Ridgewood Investments LLC 3Y 7Y 0.12% Aspect Partners, LLC 0.05%

FAQ About American Investment Services, Inc. and DFAS

These are the practical questions this page is built to answer before you even open the full history table.

How long has American Investment Services, Inc. reported owning DFAS?

American Investment Services, Inc. reported DFAS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DFAS position in American Investment Services, Inc.'s portfolio?

The largest reported portfolio weight for DFAS was 2.94% in 2025 Q4.

What is the latest reported DFAS position on this page?

The most recent filing on this page is 2025 Q4, when American Investment Services, Inc. reported 181,990 shares, equal to 2.94% of portfolio, with an estimated market value of $12.7M.

What does the chart on this DFAS ownership page compare?

The chart compares American Investment Services, Inc.'s quarterly DFAS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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