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

B.O.S.S. Retirement Advisors’s Portfolio DFAU Stock Details DFAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$214K Sell
4,139
-443
-10% -$22.2K 0.06% 150
2026
Q1 		$207K Sell
4,582
-751
-14% -$35.3K 0.06% 166
2025
Q4 		$250K Buy
5,333
+765
+17% +$35.5K 0.08% 152
2025
Q3 		$209K Buy
+4,568
New +$201K 0.05% 188
2024
Q4 		– Sell
-123,121
Closed -$4.89M – 208
2024
Q3 		$4.89M Buy
123,121
+15,952
+15% +$609K 0.98% 32
2024
Q2 		$4.02M Buy
107,169
+39,428
+58% +$1.43M 1.03% 28
2024
Q1 		$2.25M Sell
67,741
-1,978
-3% -$68.5K 0.86% 41
2023
Q4 		$2.32M Buy
69,719
+8,410
+14% +$261K 0.45% 64
2023
Q3 		$1.84M Buy
61,309
+13,536
+28% +$421K 0.4% 84
2023
Q2 		$1.48M Buy
47,773
+14,009
+41% +$411K 0.31% 134
2023
Q1 		$971K Buy
33,764
+4,402
+15% +$124K 0.23% 145
2022
Q4 		$793K Buy
+29,362
New +$798K 0.2% 147

Other funds holding DFAU

SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RW
RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
AWA
Aquire Wealth Advisors South Jordan, Utah $436M AUM 20.64% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
MJFG
Mars Jewett Financial Group Bellevue, Washington $494M AUM

B.O.S.S. Retirement Advisors's DFAU Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors reduced its Dimensional US Core Equity Market ETF (DFAU) stake by 9.7% in Q2 2026, selling an estimated $22.2K and leaving 4,139 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #150.

B.O.S.S. Retirement Advisors first reported a position in DFAU in Q4 2022 and has held it in 12 quarters since. The position peaked at $4.89M in Q3 2024. 601 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

  • B.O.S.S. Retirement Advisors held 4,139 shares of Dimensional US Core Equity Market ETF worth $214K as of Q2 2026.
  • B.O.S.S. Retirement Advisors sold 443 Dimensional US Core Equity Market ETF shares in Q2 2026, an estimated $22.2K.
  • Dimensional US Core Equity Market ETF made up 0.06% of B.O.S.S. Retirement Advisors's portfolio in Q2 2026, its #150 holding.
  • B.O.S.S. Retirement Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2022 and has held it in 12 quarters since.
  • B.O.S.S. Retirement Advisors's Dimensional US Core Equity Market ETF position peaked at $4.89M in Q3 2024.
  • 601 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.