BOSSRA
DFAC icon

B.O.S.S. Retirement Advisors’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-6,658
Closed -$239K – 197
2025
Q2 		$239K Buy
+6,658
New +$222K 0.06% 170

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return

B.O.S.S. Retirement Advisors's DFAC Position: Q3 2025 in Review

B.O.S.S. Retirement Advisors sold out of U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) in Q3 2025, closing a stake of 6,658 shares — an estimated $239K sold.

B.O.S.S. Retirement Advisors first reported a position in DFAC in Q2 2025 and held it in 1 quarter. The position peaked at $239K in Q2 2025. 1,049 funds tracked by Wall St. Rank hold DFAC as of Q3 2025.

  • B.O.S.S. Retirement Advisors reported no remaining U.S. Core Equity 2 Portfolio ETF Class Shares position as of Q3 2025 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 6,658 U.S. Core Equity 2 Portfolio ETF Class Shares shares in Q3 2025, an estimated $239K.
  • B.O.S.S. Retirement Advisors first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q2 2025 and held it in 1 quarter.
  • B.O.S.S. Retirement Advisors's U.S. Core Equity 2 Portfolio ETF Class Shares position peaked at $239K in Q2 2025.
  • 1,049 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q3 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.