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 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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SCP

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

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

APG

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

BOS Asset Management increased its Dimensional World Equity ETF (DFAW) stake by 11% in Q2 2026, buying an estimated $67K and bringing the position to 8,688 shares worth $719K. The position accounts for 0.17% of the portfolio, ranked #94.

BOS Asset Management first reported a position in DFAW in Q2 2024 and has held it in 9 quarters since. 212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

BOS Asset Management held 8,688 shares of Dimensional World Equity ETF worth $719K as of Q2 2026.
BOS Asset Management bought 830 Dimensional World Equity ETF shares in Q2 2026, an estimated $67K.
Dimensional World Equity ETF made up 0.17% of BOS Asset Management's portfolio in Q2 2026, its #94 holding.
BOS Asset Management first reported a position in Dimensional World Equity ETF in Q2 2024 and has held it in 9 quarters since.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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