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 Q3	$3.6M	Buy	30,407 +7,320	+32%	+$863K	0.1%	210
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 $67.3B AUM 21.9% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Whitcomb & Hess Ashland, Ohio $467M AUM 13.43% 1-Year Est. Return

EWM

Elevatus Welath Management Victor, New York $415M AUM 55.85% 1-Year Est. Return

Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

IPA

Investment Planning Advisors Cumming, Georgia $443M AUM 13.26% 1-Year Est. Return

AWM

Avondale Wealth Management West Lake Hills, Texas $227M AUM 19.33% 1-Year Est. Return

Castellan Group Louisville, Kentucky $859M AUM 23.72% 1-Year Est. Return

Commerce Advisors Memphis, Tennessee $212M AUM

Dynamic Advisor Solutions's BOXX Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 32% in Q3 2026, buying an estimated $863K and bringing the position to 30,407 shares worth $3.6M. The position accounts for 0.1% of the portfolio, ranked #210.

Dynamic Advisor Solutions first reported a position in BOXX in Q2 2024 and has held it in 10 quarters since. 82 funds tracked by Wall St. Rank hold BOXX as of Q3 2026.

Dynamic Advisor Solutions held 30,407 shares of Alpha Architect 1-3 Month Box ETF worth $3.6M as of Q3 2026.
Dynamic Advisor Solutions bought 7,320 Alpha Architect 1-3 Month Box ETF shares in Q3 2026, an estimated $863K.
Alpha Architect 1-3 Month Box ETF made up 0.1% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #210 holding.
Dynamic Advisor Solutions first reported a position in Alpha Architect 1-3 Month Box ETF in Q2 2024 and has held it in 10 quarters since.
82 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.