BOS Asset Management’s Dimensional International Value ETF DFIV Stock Holding History

BOS Asset Management’s Portfolio DFIV Stock Details DFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$583K	Sell	10,788 -120	-1%	-$6.59K	0.14%	112
2026 Q1	$576K	Buy	10,908 +1,336	+14%	+$70.8K	0.15%	113
2025 Q4	$478K	Buy	9,572 +2,449	+34%	+$116K	0.13%	121
2025 Q3	$329K	Buy	7,123 +70	+1%	+$3.13K	0.09%	140
2025 Q2	$302K	Hold	7,053	–	–	0.1%	134
2025 Q1	$278K	Hold	7,053	–	–	0.1%	132
2024 Q4	$250K	Buy	7,053 +13	+0.2%	+$477	0.09%	135
2024 Q3	$268K	Sell	7,040 -1,148	-14%	-$42.5K	0.1%	130
2024 Q2	$294K	Buy	8,188 +68	+0.8%	+$2.5K	0.14%	115
2024 Q1	$298K	Hold	8,120	–	–	0.16%	106
2023 Q4	$279K	Buy	+8,120	New	+$265K	0.19%	117

Other funds holding DFIV

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFA

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

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

BOS Asset Management reduced its Dimensional International Value ETF (DFIV) stake by 1.1% in Q2 2026, selling an estimated $6.59K and leaving 10,788 shares worth $583K. The position accounts for 0.14% of the portfolio, ranked #112.

BOS Asset Management first reported a position in DFIV in Q4 2023 and has held it in 11 quarters since. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

BOS Asset Management held 10,788 shares of Dimensional International Value ETF worth $583K as of Q2 2026.
BOS Asset Management sold 120 Dimensional International Value ETF shares in Q2 2026, an estimated $6.59K.
Dimensional International Value ETF made up 0.14% of BOS Asset Management's portfolio in Q2 2026, its #112 holding.
BOS Asset Management first reported a position in Dimensional International Value ETF in Q4 2023 and has held it in 11 quarters since.
892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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