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

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

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

Falcon Wealth Planning Ontario, California $1.58B AUM 20.99% 1-Year Est. Return

Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return