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BOS Asset Management’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

BOS Asset Management’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1M Buy
381,679
+282
+0.1% +$10.8K 3.5% 5
2026
Q1 		$13.6M Buy
381,397
+7,898
+2% +$285K 3.48% 4
2025
Q4 		$12.8M Buy
373,499
+6,735
+2% +$224K 3.42% 4
2025
Q3 		$12.1M Buy
366,764
+15,011
+4% +$480K 3.4% 4
2025
Q2 		$10.9M Buy
351,753
+10,584
+3% +$313K 3.48% 5
2025
Q1 		$10.4M Buy
341,169
+23,435
+7% +$724K 3.58% 4
2024
Q4 		$9.54M Buy
317,734
+5,670
+2% +$177K 3.42% 5
2024
Q3 		$9.61M Buy
312,064
+29,071
+10% +$866K 3.54% 4
2024
Q2 		$8.18M Buy
282,993
+43,856
+18% +$1.28M 3.77% 5
2024
Q1 		$7.17M Buy
+239,137
New +$6.67M 3.77% 4

Other funds holding DFLV

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

BOS Asset Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 0.07% in Q2 2026, buying an estimated $10.8K and bringing the position to 381,679 shares worth $15.1M. The position accounts for 3.5% of the portfolio, ranked #5.

BOS Asset Management first reported a position in DFLV in Q1 2024 and has held it in 10 quarters since. 392 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • BOS Asset Management held 381,679 shares of Dimensional US Large Cap Value ETF worth $15.1M as of Q2 2026.
  • BOS Asset Management bought 282 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $10.8K.
  • Dimensional US Large Cap Value ETF made up 3.5% of BOS Asset Management's portfolio in Q2 2026, its #5 holding.
  • BOS Asset Management first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 10 quarters since.
  • 392 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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