Builder Investment Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Builder Investment Group’s Portfolio DFLV Stock Details DFLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.99M	Buy	75,531 +9,733	+15%	+$373K	0.59%	35
2026 Q1	$2.35M	Sell	65,798 -3,940	-6%	-$142K	0.51%	37
2025 Q4	$2.39M	Buy	69,738 +17,743	+34%	+$591K	0.52%	37
2025 Q3	$1.71M	Buy	51,995 +3,193	+7%	+$102K	0.38%	41
2025 Q2	$1.51M	Buy	48,802 +10,299	+27%	+$305K	0.37%	44
2025 Q1	$1.18M	Buy	38,503 +3,551	+10%	+$110K	0.33%	44
2024 Q4	$1.05M	Buy	34,952 +2,598	+8%	+$81.3K	0.29%	45
2024 Q3	$997K	Buy	32,354 +4,625	+17%	+$138K	0.27%	48
2024 Q2	$802K	Buy	27,729 +648	+2%	+$18.8K	0.22%	52
2024 Q1	$812K	Buy	27,081 +2,496	+10%	+$69.6K	0.24%	52
2023 Q4	$665K	Buy	24,585 +3,669	+18%	+$92.3K	0.24%	53
2023 Q3	$519K	Buy	20,916 +9,374	+81%	+$240K	0.2%	58
2023 Q2	$293K	Buy	+11,542	New	+$283K	0.11%	77

Other funds holding DFLV

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LFP

Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

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

Builder Investment Group increased its Dimensional US Large Cap Value ETF (DFLV) stake by 15% in Q2 2026, buying an estimated $373K and bringing the position to 75,531 shares worth $2.99M. The position accounts for 0.59% of the portfolio, ranked #35.

Builder Investment Group first reported a position in DFLV in Q2 2023 and has held it in 13 quarters since. 90 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

Builder Investment Group held 75,531 shares of Dimensional US Large Cap Value ETF worth $2.99M as of Q2 2026.
Builder Investment Group bought 9,733 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $373K.
Dimensional US Large Cap Value ETF made up 0.59% of Builder Investment Group's portfolio in Q2 2026, its #35 holding.
Builder Investment Group first reported a position in Dimensional US Large Cap Value ETF in Q2 2023 and has held it in 13 quarters since.
90 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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