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BOS Asset Management’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

BOS Asset Management’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
2026
Q2 		$605K Buy
13,628
+28
+0.2% +$1.2K 0.14% 108
2026
Q1 		$529K Buy
13,600
+3,346
+33% +$135K 0.14% 118
2025
Q4 		$406K Buy
10,254
+68
+0.7% +$2.65K 0.11% 134
2025
Q3 		$393K Sell
10,186
-838
-8% -$31.3K 0.11% 132
2025
Q2 		$395K Buy
11,024
+153
+1% +$5.1K 0.13% 116
2025
Q1 		$359K Sell
10,871
-940
-8% -$32.6K 0.12% 115
2024
Q4 		$409K Buy
11,811
+126
+1% +$4.44K 0.15% 109
2024
Q3 		$401K Buy
11,685
+163
+1% +$5.38K 0.15% 96
2024
Q2 		$371K Buy
11,522
+314
+3% +$9.9K 0.17% 94
2024
Q1 		$358K Buy
11,208
+462
+4% +$13.9K 0.19% 83
2023
Q4 		$314K Buy
10,746
+2,676
+33% +$72.4K 0.22% 105
2023
Q3 		$211K Buy
+8,070
New +$220K 0.16% 134

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

BOS Asset Management's DFAC Position: Q2 2026 in Review

BOS Asset Management increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 0.21% in Q2 2026, buying an estimated $1.2K and bringing the position to 13,628 shares worth $605K. The position accounts for 0.14% of the portfolio, ranked #108.

BOS Asset Management first reported a position in DFAC in Q3 2023 and has held it in 12 quarters since. 1,220 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • BOS Asset Management held 13,628 shares of Dimensional US Core Equity 2 ETF worth $605K as of Q2 2026.
  • BOS Asset Management bought 28 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $1.2K.
  • Dimensional US Core Equity 2 ETF made up 0.14% of BOS Asset Management's portfolio in Q2 2026, its #108 holding.
  • BOS Asset Management first reported a position in Dimensional US Core Equity 2 ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,220 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on BOS Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.