Number of Shares
351,753.00
Current Holdings Value*
$10.91 Mil
% of Portfolio
3.48%
Total Estimate Gain
$948,547.01
% of Total Estimate Gain
9.46%

BOS Asset Management, LLC's Dimensional US Large Cap Value ETF Holding Summary

As of 2025-06-30, BOS Asset Management, LLC held 351,753.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $10.91 Mil. This investment constitutes 3.48% of their stock portfolio, and BOS Asset Management, LLC now holds 0.3% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.

The initial trade took place in 2024Q1. And since then BOS Asset Management, LLC has made 6 purchases of DFLV, at an average price of $28.50, for a total of 351,753.00 shares. Based on historical transaction data and DFLV's current price of $31.20, BOS Asset Management, LLC's estimated gain on his DFLV holdings is $948,547.01, reflecting a 9.46% gain to date.

BOS Asset Management, LLC DFLV ($31.20) Holding Chart

BOS Asset Management, LLC DFLV ($31.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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