BUILDER INVESTMENT GROUP INC /ADV DFUV 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 (DFUV) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.7% in 2023 Q4. The latest visible filing shows DFUV at 1.34% 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 DFUV 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

DFUV was reported at 1.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.7% 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.

How BUILDER INVESTMENT GROUP INC /ADV held DFUV — position size vs. price
% of Fund (quarterly)    DFUV price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 127,393 0% 1.34% $6.2M 2026-04-14 $50.45
2025 Q4 UNCHANGED 127,393 0% 1.28% $5.9M 2026-01-28 $48.61
2025 Q3 UNCHANGED 127,393 0% 1.28% $5.7M 2025-10-14 $44.13
2025 Q2 UNCHANGED 127,393 0% 1.33% $5.4M 2025-07-16 $41.96
2025 Q1 UNCHANGED 127,393 0% 1.49% $5.2M 2025-04-21 $36.81
2024 Q4 UNCHANGED 127,393 0% 1.42% $5.2M 2025-01-14 $40.76
2024 Q3 UNCHANGED 127,393 0% 1.43% $5.3M 2024-10-21 $41.19
2024 Q2 UNCHANGED 127,393 0% 1.36% $5.0M 2024-07-31 $40.14
2024 Q1 UNCHANGED 127,393 0% 1.52% $5.2M 2024-05-13 $38.69
2023 Q4 ADDED 127,393 +2,481 +2.0% 1.70% $4.7M 2024-01-22 $35.63
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BUILDER INVESTMENT GROUP INC /ADV and DFUV

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 DFUV?

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

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

The largest reported portfolio weight for DFUV was 1.70% in 2023 Q4.

What is the latest reported DFUV position on this page?

The most recent filing on this page is 2026 Q1, when BUILDER INVESTMENT GROUP INC /ADV reported 127,393 shares, equal to 1.34% of portfolio, with an estimated market value of $6.2M.

What does the chart on this DFUV ownership page compare?

The chart compares BUILDER INVESTMENT GROUP INC /ADV's quarterly DFUV 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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