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Builder Investment Group’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

Builder Investment Group’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$302K Sell
5,850
-4,756
-45% -$238K 0.06% 92
2026
Q1 		$479K Buy
10,606
+170
+2% +$7.99K 0.1% 75
2025
Q4 		$488K Buy
10,436
+33
+0.3% +$1.53K 0.11% 71
2025
Q3 		$476K Hold
10,403
– – 0.11% 72
2025
Q2 		$441K Buy
10,403
+614
+6% +$24.1K 0.11% 73
2025
Q1 		$376K Buy
9,789
+2,442
+33% +$99.1K 0.11% 75
2024
Q4 		$297K Hold
7,347
– – 0.08% 81
2024
Q3 		$292K Buy
7,347
+493
+7% +$18.8K 0.08% 81
2024
Q2 		$257K Hold
6,854
– – 0.07% 83
2024
Q1 		$250K Sell
6,854
-2,849
-29% -$98.7K 0.07% 87
2023
Q4 		$323K Buy
9,703
+640
+7% +$19.9K 0.12% 78
2023
Q3 		$271K Buy
+9,063
New +$282K 0.11% 79

Other funds holding DFAU

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
SIG
Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
AWM
Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
PWMG
Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

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

Builder Investment Group reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 45% in Q2 2026, selling an estimated $238K and leaving 5,850 shares worth $302K. The position accounts for 0.06% of the portfolio, ranked #92.

Builder Investment Group first reported a position in DFAU in Q3 2023 and has held it in 12 quarters since. The position peaked at $488K in Q4 2025. 142 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • Builder Investment Group held 5,850 shares of Dimensional US Core Equity Market ETF worth $302K as of Q2 2026.
  • Builder Investment Group sold 4,756 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $238K.
  • Dimensional US Core Equity Market ETF made up 0.06% of Builder Investment Group's portfolio in Q2 2026, its #92 holding.
  • Builder Investment Group first reported a position in Dimensional US Core Equity Market ETF in Q3 2023 and has held it in 12 quarters since.
  • Builder Investment Group's Dimensional US Core Equity Market ETF position peaked at $488K in Q4 2025.
  • 142 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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