Dynamic Advisor Solutions’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Dynamic Advisor Solutions’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
2026 Q2	$2.7M	Buy	23,087 +1,380	+6%	+$161K	0.08%	258
2026 Q1	$2.52M	Sell	21,707 -1,305	-6%	-$151K	0.08%	256
2025 Q4	$2.65M	Sell	23,012 -438	-2%	-$50.1K	0.09%	245
2025 Q3	$2.67M	Sell	23,450 -3,519	-13%	-$399K	0.08%	256
2025 Q2	$3.04M	Buy	26,969 +10,915	+68%	+$1.22M	0.09%	230
2025 Q1	$1.79M	Buy	16,054 +1,159	+8%	+$129K	0.06%	298
2024 Q4	$1.64M	Buy	14,895 +5,621	+61%	+$616K	0.07%	240
2024 Q3	$1.01M	Buy	9,274 +3,023	+48%	+$328K	0.03%	444
2024 Q2	$674K	Buy	+6,251	New	+$670K	0.02%	555

Other funds holding BOXX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 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

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

PPC

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

ACM

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

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

Dynamic Advisor Solutions's BOXX Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 6.4% in Q2 2026, buying an estimated $161K and bringing the position to 23,087 shares worth $2.7M. The position accounts for 0.08% of the portfolio, ranked #258.

Dynamic Advisor Solutions first reported a position in BOXX in Q2 2024 and has held it in 9 quarters since. The position peaked at $3.04M in Q2 2025. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

Dynamic Advisor Solutions held 23,087 shares of Alpha Architect 1-3 Month Box ETF worth $2.7M as of Q2 2026.
Dynamic Advisor Solutions bought 1,380 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $161K.
Alpha Architect 1-3 Month Box ETF made up 0.08% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #258 holding.
Dynamic Advisor Solutions first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 9 quarters since.
Dynamic Advisor Solutions's Alpha Architect 1-3 Month Box ETF position peaked at $3.04M in Q2 2025.
373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.