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DCF Advisers’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

DCF Advisers’s Portfolio BOXX Stock Details BOXX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,000
Closed -$1.14M – 97
2025
Q3 		$1.14M Hold
10,000
– – 0.37% 63
2025
Q2 		$1.13M Hold
10,000
– – 0.52% 49
2025
Q1 		$1.11M Buy
10,000
+125
+1% +$13.9K 0.53% 53
2024
Q4 		$1.09M Hold
9,875
– – 0.53% 51
2024
Q3 		$1.08M Hold
9,875
– – 0.43% 49
2024
Q2 		$1.06M Hold
9,875
– – 0.55% 46
2024
Q1 		$1.05M Hold
9,875
– – 0.52% 44
2023
Q4 		$1.04M Buy
9,875
+2,375
+32% +$248K 0.56% 45
2023
Q3 		$778K Buy
+7,500
New +$773K 0.42% 51

Other funds holding BOXX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
PPC
Pennington Partners & Co Bethesda, Maryland $292M AUM 14.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
ACM
ADAR1 Capital Management Austin, Texas $1.7B AUM 340.85% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
IA
Insight Advisors Newtown, Pennsylvania $525M AUM 15.94% 1-Year Est. Return