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BOS Asset Management’s Dimensional World Equity ETF DFAW Stock Holding History

BOS Asset Management’s Portfolio DFAW Stock Details DFAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$746K Buy
9,069
+381
+4% +$32K 0.17% 89
2026
Q2 		$719K Buy
8,688
+830
+11% +$67K 0.17% 94
2026
Q1 		$580K Buy
7,858
+173
+2% +$13.2K 0.15% 112
2025
Q4 		$569K Buy
7,685
+2,393
+45% +$174K 0.15% 105
2025
Q3 		$380K Buy
5,292
+427
+9% +$29.7K 0.11% 134
2025
Q2 		$326K Buy
4,865
+562
+13% +$35.2K 0.1% 128
2025
Q1 		$264K Sell
4,303
-254
-6% -$16.1K 0.09% 136
2024
Q4 		$285K Buy
4,557
+541
+13% +$34.6K 0.1% 123
2024
Q3 		$255K Buy
4,016
+630
+19% +$38.4K 0.09% 135
2024
Q2 		$202K Buy
+3,386
New +$199K 0.09% 150

Other funds holding DFAW

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
BWMG
Bannerman Wealth Management Group Lewisville, Texas $175M AUM 13.84% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $618M AUM 13.45% 1-Year Est. Return
PWM
Pacific Wealth Management San Diego, California $227M AUM 24.81% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

BOS Asset Management's DFAW Position: Q3 2026 in Review

BOS Asset Management increased its Dimensional World Equity ETF (DFAW) stake by 4.4% in Q3 2026, buying an estimated $32K and bringing the position to 9,069 shares worth $746K. The position accounts for 0.17% of the portfolio, ranked #89.

BOS Asset Management first reported a position in DFAW in Q2 2024 and has held it in 10 quarters since. 10 funds tracked by Wall St. Rank hold DFAW as of Q3 2026.

  • BOS Asset Management held 9,069 shares of Dimensional World Equity ETF worth $746K as of Q3 2026.
  • BOS Asset Management bought 381 Dimensional World Equity ETF shares in Q3 2026, an estimated $32K.
  • Dimensional World Equity ETF made up 0.17% of BOS Asset Management's portfolio in Q3 2026, its #89 holding.
  • BOS Asset Management first reported a position in Dimensional World Equity ETF in Q2 2024 and has held it in 10 quarters since.
  • 10 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.