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Builder Investment Group’s Dimensional World Equity ETF DFAW Stock Holding History

Builder Investment Group’s Portfolio DFAW Stock Details DFAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.53M Sell
66,816
-1,626
-2% -$131K 1.1% 25
2026
Q1 		$5.05M Buy
68,442
+959
+1% +$73K 1.1% 24
2025
Q4 		$4.99M Buy
67,483
+4,129
+7% +$300K 1.08% 23
2025
Q3 		$4.55M Buy
63,354
+956
+2% +$66.5K 1.02% 23
2025
Q2 		$4.19M Buy
62,398
+1,582
+3% +$99K 1.03% 23
2025
Q1 		$3.73M Buy
60,816
+1,095
+2% +$69.3K 1.06% 24
2024
Q4 		$3.73M Buy
59,721
+4,041
+7% +$258K 1.01% 25
2024
Q3 		$3.53M Buy
55,680
+3,750
+7% +$229K 0.95% 27
2024
Q2 		$3.09M Buy
51,930
+1,449
+3% +$85K 0.84% 30
2024
Q1 		$2.98M Buy
50,481
+3,448
+7% +$194K 0.87% 30
2023
Q4 		$2.58M Buy
47,033
+19,096
+68% +$974K 0.93% 28
2023
Q3 		$1.39M Buy
+27,937
New +$1.39M 0.54% 37

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SCP
Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Builder Investment Group reduced its Dimensional World Equity ETF (DFAW) stake by 2.4% in Q2 2026, selling an estimated $131K and leaving 66,816 shares worth $5.53M. The position accounts for 1.1% of the portfolio, ranked #25.

Builder Investment Group first reported a position in DFAW in Q3 2023 and has held it in 12 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

  • Builder Investment Group held 66,816 shares of Dimensional World Equity ETF worth $5.53M as of Q2 2026.
  • Builder Investment Group sold 1,626 Dimensional World Equity ETF shares in Q2 2026, an estimated $131K.
  • Dimensional World Equity ETF made up 1.1% of Builder Investment Group's portfolio in Q2 2026, its #25 holding.
  • Builder Investment Group first reported a position in Dimensional World Equity ETF in Q3 2023 and has held it in 12 quarters since.
  • 212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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