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BOS Asset Management’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

BOS Asset Management’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$323K Hold
5,881
– – 0.08% 152
2026
Q2 		$324K Sell
5,881
-281
-5% -$14.8K 0.08% 151
2026
Q1 		$299K Buy
6,162
+34
+0.6% +$1.67K 0.08% 157
2025
Q4 		$286K Buy
+6,128
New +$278K 0.08% 155

Other funds holding DFUV

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BTWM
Baker Tilly Wealth Management Madison, Wisconsin $510M AUM 18.32% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

BOS Asset Management held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q3 2026 at 5,881 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #152.

BOS Asset Management first reported a position in DFUV in Q4 2025 and has held it in 4 quarters since. The position peaked at $324K in Q2 2026. 35 funds tracked by Wall St. Rank hold DFUV as of Q3 2026.

  • BOS Asset Management held 5,881 shares of Dimensional US Marketwide Value ETF worth $323K as of Q3 2026.
  • BOS Asset Management left its Dimensional US Marketwide Value ETF share count unchanged in Q3 2026.
  • Dimensional US Marketwide Value ETF made up 0.08% of BOS Asset Management's portfolio in Q3 2026, its #152 holding.
  • BOS Asset Management first reported a position in Dimensional US Marketwide Value ETF in Q4 2025 and has held it in 4 quarters since.
  • BOS Asset Management's Dimensional US Marketwide Value ETF position peaked at $324K in Q2 2026.
  • 35 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q3 2026.

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