BOS Asset Management’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

BOS Asset Management’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	$256K	Hold	4,960	–	–	0.06%	169
2026 Q1	$224K	Sell	4,960 -208	-4%	-$9.78K	0.06%	184
2025 Q4	$242K	Hold	5,168	–	–	0.06%	170
2025 Q3	$236K	Hold	5,168	–	–	0.07%	166
2025 Q2	$219K	Buy	+5,168	New	+$203K	0.07%	163
2025 Q1	–	Sell	-5,168	Closed	-$209K	–	165
2024 Q4	$209K	Hold	5,168	–	–	0.07%	158
2024 Q3	$205K	Buy	+5,168	New	+$197K	0.08%	158

Other funds holding DFAU

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

SIG

Spinnaker Investment Group Newport Beach, California $624M AUM 17.54% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

PWMG

Pioneer Wealth Management Group Austin, Texas $414M AUM 15.58% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

BOS Asset Management held its Dimensional US Core Equity Market ETF (DFAU) position steady in Q2 2026 at 4,960 shares worth $256K. The position accounts for 0.06% of the portfolio, ranked #169.

BOS Asset Management first reported a position in DFAU in Q3 2024 and has held it in 7 quarters since. 104 funds tracked by Wall St. Rank hold DFAU as of Q2 2026.

BOS Asset Management held 4,960 shares of Dimensional US Core Equity Market ETF worth $256K as of Q2 2026.
BOS Asset Management left its Dimensional US Core Equity Market ETF share count unchanged in Q2 2026.
Dimensional US Core Equity Market ETF made up 0.06% of BOS Asset Management's portfolio in Q2 2026, its #169 holding.
BOS Asset Management first reported a position in Dimensional US Core Equity Market ETF in Q3 2024 and has held it in 7 quarters since.
104 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q2 2026.

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