DAS
BOXX icon

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

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TWD
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WH
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AWM
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CFIM
Client First Investment Management West Bend, Wisconsin $237M AUM 90.28% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TFA
Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return
LFA
Longview Financial Advisors Huntsville, Alabama $171M AUM 20.72% 1-Year Est. Return
IWP
Innova Wealth Partners Newtown, Pennsylvania $244M AUM 24.7% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return