BOK Financial Private Wealth’s Dimensional US Small Cap ETF DFAS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $327K | Hold |
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|
2025
Q2 | $304K | Hold |
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|
2025
Q1 | $286K | Sell |
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|
2024
Q4 | $311K | Hold |
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|
2024
Q3 | $310K | Sell |
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|
2024
Q2 | $320K | Hold |
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|
2024
Q1 | $332K | Hold |
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|
2023
Q4 | $317K | Sell |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $310K | Hold |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $366K | Sell |
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|
2022
Q2 | $387K | Hold |
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|
2022
Q1 | $452K | Hold |
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|
2021
Q4 | $483K | Sell |
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|
2021
Q3 | $538K | Sell |
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|
2021
Q2 | $705K | Buy |
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