B.O.S.S. Retirement Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio DFAI Stock Details DFAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6,791	Closed	-$247K	–	181
2025 Q3	$247K	Buy	6,791 +622	+10%	+$22K	0.06%	169
2025 Q2	$213K	Buy	+6,169	New	+$202K	0.05%	181
2024 Q4	–	Sell	-39,290	Closed	-$1.25M	–	205
2024 Q3	$1.25M	Buy	39,290 +8,033	+26%	+$246K	0.25%	106
2024 Q2	$927K	Buy	31,257 +10,202	+48%	+$306K	0.24%	111
2024 Q1	$603K	Sell	21,055 -663	-3%	-$19.2K	0.23%	102
2023 Q4	$622K	Buy	21,718 +2,672	+14%	+$71.3K	0.12%	177
2023 Q3	$497K	Buy	19,046 +4,744	+33%	+$129K	0.11%	188
2023 Q2	$391K	Buy	14,302 +4,511	+46%	+$123K	0.08%	188
2023 Q1	$264K	Buy	9,791 +944	+11%	+$25.1K	0.06%	197
2022 Q4	$222K	Buy	+8,847	New	+$212K	0.06%	203

Other funds holding DFAI

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

CCM

Coldstream Capital Management Bellevue, Washington $7.99B AUM 24.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

&Partners Nashville, Tennessee $24.4B AUM 27.45% 1-Year Est. Return

SFC

SYM Financial Corp Winona Lake, Indiana $1.24B AUM 25.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

B.O.S.S. Retirement Advisors's DFAI Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of Dimensional International Core Equity Market ETF (DFAI) in Q4 2025, closing a stake of 6,791 shares — an estimated $247K sold.

B.O.S.S. Retirement Advisors first reported a position in DFAI in Q4 2022 and held it in 10 quarters. The position peaked at $1.25M in Q3 2024. 747 funds tracked by Wall St. Rank hold DFAI as of Q4 2025.

B.O.S.S. Retirement Advisors reported no remaining Dimensional International Core Equity Market ETF position as of Q4 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 6,791 Dimensional International Core Equity Market ETF shares in Q4 2025, an estimated $247K.
B.O.S.S. Retirement Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2022 and held it in 10 quarters.
B.O.S.S. Retirement Advisors's Dimensional International Core Equity Market ETF position peaked at $1.25M in Q3 2024.
747 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.