BOS Asset Management’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$12.2M	Buy	313,868 +1,899	+0.6%	+$71K	2.83%	6
2026 Q1	$10.9M	Sell	311,969 -3,629	-1%	-$128K	2.79%	7
2025 Q4	$10.4M	Buy	315,598 +19,643	+7%	+$632K	2.78%	6
2025 Q3	$9.42M	Buy	295,955 +8,290	+3%	+$259K	2.66%	6
2025 Q2	$8.47M	Buy	287,665 +12,940	+5%	+$358K	2.7%	6
2025 Q1	$7.73M	Buy	274,725 +24,877	+10%	+$753K	2.65%	6
2024 Q4	$7.69M	Buy	249,848 +2,892	+1%	+$91.6K	2.75%	7
2024 Q3	$7.61M	Buy	246,956 +24,201	+11%	+$725K	2.8%	7
2024 Q2	$6.41M	Buy	222,755 +35,695	+19%	+$1.04M	2.96%	7
2024 Q1	$5.63M	Buy	+187,060	New	+$5.34M	2.96%	7

Other funds holding DFSV

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

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

Evanson Financial Mclean, Virginia $2.04B AUM

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

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

Physician Wealth Solutions North Las Vegas, Nevada $264M AUM 18.47% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Avant Financial Advisors Austin, Texas $161M AUM 20.1% 1-Year Est. Return