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Builder Investment Group’s Dimensional US Small Cap ETF DFAS Stock Holding History

Builder Investment Group’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.7M Buy
324,817
+9,213
+3% +$714K 5.3% 3
2026
Q1 		$22.4M Sell
315,604
-3,205
-1% -$235K 4.87% 3
2025
Q4 		$22.2M Buy
318,809
+14,467
+5% +$997K 4.8% 3
2025
Q3 		$20.8M Buy
304,342
+2,634
+0.9% +$176K 4.68% 2
2025
Q2 		$19.2M Buy
301,708
+5,553
+2% +$333K 4.75% 3
2025
Q1 		$17.7M Buy
296,155
+4,196
+1% +$270K 5.03% 3
2024
Q4 		$19M Sell
291,959
-442
-0.2% -$29.6K 5.16% 3
2024
Q3 		$19M Buy
292,401
+4,901
+2% +$307K 5.09% 3
2024
Q2 		$17.3M Sell
287,500
-584
-0.2% -$35.1K 4.71% 3
2024
Q1 		$18M Buy
288,084
+6,342
+2% +$375K 5.23% 3
2023
Q4 		$16.8M Buy
281,742
+3,189
+1% +$171K 6.03% 3
2023
Q3 		$14.6M Buy
278,553
+7,734
+3% +$426K 5.74% 3
2023
Q2 		$14.8M Buy
270,819
+5,287
+2% +$276K 5.8% 2
2023
Q1 		$14M Buy
265,532
+5,295
+2% +$287K 6.1% 2
2022
Q4 		$13.3M Buy
+260,237
New +$13.4M 6.32% 2

Other funds holding DFAS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Builder Investment Group's DFAS Position: Q2 2026 in Review

Builder Investment Group increased its Dimensional US Small Cap ETF (DFAS) stake by 2.9% in Q2 2026, buying an estimated $714K and bringing the position to 324,817 shares worth $26.7M. The position accounts for 5.3% of the portfolio, ranked #3.

Builder Investment Group first reported a position in DFAS in Q4 2022 and has held it in 15 quarters since. 197 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • Builder Investment Group held 324,817 shares of Dimensional US Small Cap ETF worth $26.7M as of Q2 2026.
  • Builder Investment Group bought 9,213 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $714K.
  • Dimensional US Small Cap ETF made up 5.3% of Builder Investment Group's portfolio in Q2 2026, its #3 holding.
  • Builder Investment Group first reported a position in Dimensional US Small Cap ETF in Q4 2022 and has held it in 15 quarters since.
  • 197 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.