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Builder Investment Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Builder Investment Group’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.01M Hold
127,393
– – 1.39% 16
2026
Q1 		$6.17M Hold
127,393
– – 1.34% 19
2025
Q4 		$5.94M Hold
127,393
– – 1.28% 16
2025
Q3 		$5.69M Hold
127,393
– – 1.28% 17
2025
Q2 		$5.39M Hold
127,393
– – 1.33% 16
2025
Q1 		$5.25M Hold
127,393
– – 1.49% 15
2024
Q4 		$5.21M Hold
127,393
– – 1.42% 17
2024
Q3 		$5.31M Hold
127,393
– – 1.43% 17
2024
Q2 		$5M Hold
127,393
– – 1.36% 18
2024
Q1 		$5.21M Hold
127,393
– – 1.52% 15
2023
Q4 		$4.74M Buy
127,393
+2,481
+2% +$85.4K 1.7% 16
2023
Q3 		$4.25M Hold
124,912
– – 1.67% 18
2023
Q2 		$4.31M Hold
124,912
– – 1.68% 18
2023
Q1 		$4.18M Hold
124,912
– – 1.82% 21
2022
Q4 		$4.18M Buy
+124,912
New +$4.15M 1.99% 19

Other funds holding DFUV

EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
KAM
KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

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

Builder Investment Group held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 127,393 shares worth $7.01M. The position accounts for 1.39% of the portfolio, ranked #16.

Builder Investment Group first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. 167 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Builder Investment Group held 127,393 shares of Dimensional US Marketwide Value ETF worth $7.01M as of Q2 2026.
  • Builder Investment Group left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
  • Dimensional US Marketwide Value ETF made up 1.39% of Builder Investment Group's portfolio in Q2 2026, its #16 holding.
  • Builder Investment Group first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 167 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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