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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
Q3 		$16.1M Buy
400,058
+18,379
+5% +$754K 3.75% 4
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

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
TFA
Trinity Financial Advisors Columbus, Ohio $388M AUM 14.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
CFO
Collective Family Office York, Pennsylvania $484M AUM 13.93% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

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

BOS Asset Management increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4.8% in Q3 2026, buying an estimated $754K and bringing the position to 400,058 shares worth $16.1M. The position accounts for 3.75% of the portfolio, ranked #4.

BOS Asset Management first reported a position in DFLV in Q1 2024 and has held it in 11 quarters since. 19 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

  • BOS Asset Management held 400,058 shares of Dimensional US Large Cap Value ETF worth $16.1M as of Q3 2026.
  • BOS Asset Management bought 18,379 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $754K.
  • Dimensional US Large Cap Value ETF made up 3.75% of BOS Asset Management's portfolio in Q3 2026, its #4 holding.
  • BOS Asset Management first reported a position in Dimensional US Large Cap Value ETF in Q1 2024 and has held it in 11 quarters since.
  • 19 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

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