BOK Financial Private Wealth’s Dimensional US Small Cap ETF DFAS Stock Holding History

BOK Financial Private Wealth’s Portfolio DFAS Stock Details DFAS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$491K	Buy	5,959 +1,525	+34%	+$118K	0.03%	126
2026 Q1	$315K	Hold	4,434	–	–	0.02%	153
2025 Q4	$309K	Sell	4,434 -345	-7%	-$23.8K	0.02%	158
2025 Q3	$327K	Hold	4,779	–	–	0.02%	145
2025 Q2	$304K	Hold	4,779	–	–	0.02%	147
2025 Q1	$286K	Sell	4,779 -2	-0%	-$129	0.02%	150
2024 Q4	$311K	Hold	4,781	–	–	0.02%	151
2024 Q3	$310K	Sell	4,781 -540	-10%	-$33.8K	0.02%	152
2024 Q2	$320K	Hold	5,321	–	–	0.02%	150
2024 Q1	$332K	Hold	5,321	–	–	0.02%	148
2023 Q4	$317K	Sell	5,321 -98	-2%	-$5.25K	0.03%	143
2023 Q3	$284K	Sell	5,419 -468	-8%	-$25.8K	0.02%	147
2023 Q2	$323K	Hold	5,887	–	–	0.03%	141
2023 Q1	$310K	Hold	5,887	–	–	0.02%	143
2022 Q4	$301K	Sell	5,887 -1,983	-25%	-$102K	0.03%	140
2022 Q3	$366K	Sell	7,870 -188	-2%	-$9.6K	0.03%	136
2022 Q2	$387K	Hold	8,058	–	–	0.03%	139
2022 Q1	$452K	Hold	8,058	–	–	0.03%	185
2021 Q4	$483K	Sell	8,058 -1,293	-14%	-$78.1K	0.03%	172
2021 Q3	$538K	Sell	9,351 -2,719	-23%	-$157K	0.04%	143
2021 Q2	$705K	Buy	+12,070	New	+$702K	0.06%	124

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BOK Financial Private Wealth's DFAS Position: Q2 2026 in Review

BOK Financial Private Wealth increased its Dimensional US Small Cap ETF (DFAS) stake by 34% in Q2 2026, buying an estimated $118K and bringing the position to 5,959 shares worth $491K. The position accounts for 0.03% of the portfolio, ranked #126.

BOK Financial Private Wealth first reported a position in DFAS in Q2 2021 and has held it in 21 quarters since. The position peaked at $705K in Q2 2021. 909 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

BOK Financial Private Wealth held 5,959 shares of Dimensional US Small Cap ETF worth $491K as of Q2 2026.
BOK Financial Private Wealth bought 1,525 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $118K.
Dimensional US Small Cap ETF made up 0.03% of BOK Financial Private Wealth's portfolio in Q2 2026, its #126 holding.
BOK Financial Private Wealth first reported a position in Dimensional US Small Cap ETF in Q2 2021 and has held it in 21 quarters since.
BOK Financial Private Wealth's Dimensional US Small Cap ETF position peaked at $705K in Q2 2021.
909 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.