DFAS — DIMENSIONAL ETF TRUST

Ownership history in BUILDER INVESTMENT GROUP INC /ADV  ·  14 quarters on record

AI Ownership Summary

BUILDER INVESTMENT GROUP INC /ADV reported DIMENSIONAL ETF TRUST (DFAS) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 6.03% in 2023 Q4. The latest visible filing shows DFAS at 4.87% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BUILDER INVESTMENT GROUP INC /ADV's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFAS was reported at 4.87% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.03% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAS stock page BUILDER INVESTMENT GROUP INC /ADV fund profile BUILDER INVESTMENT GROUP INC /ADV full holdings
How BUILDER INVESTMENT GROUP INC /ADV held DFAS — position size vs. price
% of Fund (quarterly)    DFAS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 315,604 -3,205 -1.0% 4.87% $22.4M 2026-04-14 $75.33
2025 Q4 ADDED 318,809 +14,467 +4.8% 4.80% $22.2M 2026-01-28 $73.64
2025 Q3 ADDED 304,342 +2,634 +0.9% 4.68% $20.8M 2025-10-14 $68.10
2025 Q2 ADDED 301,708 +5,553 +1.9% 4.75% $19.2M 2025-07-16 $64.23
2025 Q1 ADDED 296,155 +4,196 +1.4% 5.03% $17.7M 2025-04-21 $53.92
2024 Q4 REDUCED 291,959 -442 -0.2% 5.16% $19.0M 2025-01-14 $64.60
2024 Q3 ADDED 292,401 +4,901 +1.7% 5.09% $19.0M 2024-10-21 $64.16
2024 Q2 REDUCED 287,500 -584 -0.2% 4.71% $17.3M 2024-07-31 $64.17
2024 Q1 ADDED 288,084 +6,342 +2.3% 5.23% $18.0M 2024-05-13 $60.06
2023 Q4 ADDED 281,742 +3,189 +1.1% 6.03% $16.8M 2024-01-22 $57.44
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DFAS

As of 2026 Q1 — sorted by position size

DIXON FNANCIAL SERVICES, INC. 3Y 17.8% Stordahl Capital Management, Inc. 3Y 7Y 10.43% Allodium Investment Consultants, LLC 9.46% BANNERMAN WEALTH MANAGEMENT GROUP, LLC 9.07% Moisand Fitzgerald Tamayo, LLC 3Y 7Y 7.42% DiNuzzo Private Wealth, Inc. 5.64% Parkwoods Wealth Partners, LLC 5.04% RF&L WEALTH MANAGEMENT, LLC 3Y 4.84% Evanson Asset Management, LLC 3Y 7Y 4.62% GEM Asset Management, LLC 3Y 4.17%

FAQ About BUILDER INVESTMENT GROUP INC /ADV and DFAS

These are the practical questions this page is built to answer before you even open the full history table.

How long has BUILDER INVESTMENT GROUP INC /ADV reported owning DFAS?

BUILDER INVESTMENT GROUP INC /ADV reported DFAS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported DFAS position in BUILDER INVESTMENT GROUP INC /ADV's portfolio?

The largest reported portfolio weight for DFAS was 6.03% in 2023 Q4.

What is the latest reported DFAS position on this page?

The most recent filing on this page is 2026 Q1, when BUILDER INVESTMENT GROUP INC /ADV reported 315,604 shares, equal to 4.87% of portfolio, with an estimated market value of $22.4M.

What does the chart on this DFAS ownership page compare?

The chart compares BUILDER INVESTMENT GROUP INC /ADV's quarterly DFAS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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