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Dynamic Financial Group’s Alpha Architect 1-3 Month Box ETF BOXX Stock Holding History

Dynamic Financial Group’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 		$2.52M Buy
21,507
+2,510
+13% +$293K 1.9% 9
2026
Q1 		$2.21M Buy
18,997
+6,564
+53% +$759K 1.81% 9
2025
Q4 		$1.43M Buy
+12,433
New +$1.42M 1.22% 13

Other funds holding BOXX

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EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
HighTower Advisors
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
IA
Insight Advisors Newtown, Pennsylvania $567M AUM 25.52% 1-Year Est. Return

Dynamic Financial Group's BOXX Position: Q2 2026 in Review

Dynamic Financial Group increased its Alpha Architect 1-3 Month Box ETF (BOXX) stake by 13% in Q2 2026, buying an estimated $293K and bringing the position to 21,507 shares worth $2.52M. The position accounts for 1.9% of the portfolio, ranked #9.

Dynamic Financial Group first reported a position in BOXX in Q4 2025 and has held it in 3 quarters since. 373 funds tracked by Wall St. Rank hold BOXX as of Q2 2026.

  • Dynamic Financial Group held 21,507 shares of Alpha Architect 1-3 Month Box ETF worth $2.52M as of Q2 2026.
  • Dynamic Financial Group bought 2,510 Alpha Architect 1-3 Month Box ETF shares in Q2 2026, an estimated $293K.
  • Alpha Architect 1-3 Month Box ETF made up 1.9% of Dynamic Financial Group's portfolio in Q2 2026, its #9 holding.
  • Dynamic Financial Group first reported a position in Alpha Architect 1-3 Month Box ETF in Q4 2025 and has held it in 3 quarters since.
  • 373 funds tracked by Wall St. Rank held Alpha Architect 1-3 Month Box ETF as of Q2 2026.

Based on Dynamic Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.