Builder Investment Group
DFAR icon

Builder Investment Group’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Builder Investment Group’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-121,280
Closed -$3.17M – 104
2026
Q2 		$3.17M Buy
121,280
+2,316
+2% +$59.5K 0.63% 33
2026
Q1 		$2.81M Sell
118,964
-3,712
-3% -$89.2K 0.61% 32
2025
Q4 		$2.81M Buy
122,676
+24,271
+25% +$568K 0.61% 34
2025
Q3 		$2.35M Buy
98,405
+4,931
+5% +$116K 0.53% 36
2025
Q2 		$2.19M Buy
93,474
+14,637
+19% +$340K 0.54% 38
2025
Q1 		$1.87M Buy
78,837
+3,248
+4% +$76.6K 0.53% 40
2024
Q4 		$1.76M Buy
75,589
+7,209
+11% +$178K 0.48% 38
2024
Q3 		$1.75M Buy
68,380
+5,626
+9% +$136K 0.47% 41
2024
Q2 		$1.39M Sell
62,754
-438
-0.7% -$9.41K 0.38% 42
2024
Q1 		$1.41M Buy
63,192
+816
+1% +$18K 0.41% 41
2023
Q4 		$1.42M Buy
62,376
+9,555
+18% +$196K 0.51% 38
2023
Q3 		$1.03M Buy
52,821
+14,319
+37% +$304K 0.4% 42
2023
Q2 		$829K Buy
38,502
+1,826
+5% +$38.6K 0.32% 46
2023
Q1 		$788K Buy
36,676
+12,240
+50% +$269K 0.34% 47
2022
Q4 		$517K Buy
+24,436
New +$518K 0.25% 53

Other funds holding DFAR

Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Fidato Wealth
Fidato Wealth Middleburg Heights, Ohio $184M AUM 10.79% 1-Year Est. Return
Core Wealth Management
Core Wealth Management Jupiter, Florida $336M AUM 9.15% 1-Year Est. Return
Onyx Financial Advisors
Onyx Financial Advisors Idaho Falls, Idaho $280M AUM 12.41% 1-Year Est. Return
Helen Stephens Group
Helen Stephens Group Fort Worth, Texas $627M AUM 11.32% 1-Year Est. Return
Willow Creek Wealth Management
Willow Creek Wealth Management Sebastopol, California $1.52B AUM
Forum Financial Management
Forum Financial Management Lombard, Illinois $7.7B AUM 11.59% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Builder Investment Group's DFAR Position: Q3 2026 in Review

Builder Investment Group sold out of DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) in Q3 2026, closing a stake of 121,280 shares — an estimated $3.17M sold.

Builder Investment Group first reported a position in DFAR in Q4 2022 and held it in 15 quarters. The position peaked at $3.17M in Q2 2026. 78 funds tracked by Wall St. Rank hold DFAR as of Q3 2026.

  • Builder Investment Group reported no remaining DFA Real Estate Securities Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Builder Investment Group sold 121,280 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q3 2026, an estimated $3.17M.
  • Builder Investment Group first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and held it in 15 quarters.
  • Builder Investment Group's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $3.17M in Q2 2026.
  • 78 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q3 2026.

Based on Builder Investment Group's 13F filing for Q3 2026, filed 22 Oct 2026.