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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

PPC

Pennington Partners & Co Bethesda, Maryland $312M AUM 19.76% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

ACM

ADAR1 Capital Management Austin, Texas $2.19B AUM 374.99% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.5B AUM 22.75% 1-Year Est. Return

Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

DCF Advisers's BOXX Position: Q4 2025 in Review

DCF Advisers sold out of Alpha Architect 1-3 Month Box ETF (BOXX) in Q4 2025, closing a stake of 10,000 shares — an estimated $1.14M sold.

DCF Advisers first reported a position in BOXX in Q3 2023 and held it in 9 quarters. The position peaked at $1.14M in Q3 2025. 298 funds tracked by Wall St. Rank hold BOXX as of Q4 2025.

DCF Advisers reported no remaining Alpha Architect 1-3 Month Box ETF position as of Q4 2025 after selling out during the quarter.
DCF Advisers sold 10,000 Alpha Architect 1-3 Month Box ETF shares in Q4 2025, an estimated $1.14M.
DCF Advisers first reported a position in Alpha Architect 1-3 Month Box ETF in Q3 2023 and held it in 9 quarters.
DCF Advisers's Alpha Architect 1-3 Month Box ETF position peaked at $1.14M in Q3 2025.
298 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q4 2025.

Based on DCF Advisers's 13F filing for Q4 2025, filed 11 Feb 2026.