BOK Financial Private Wealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$124K	Hold	3,378	–	–	0.01%	211
2026 Q1	$115K	Buy	+3,378	New	+$118K	0.01%	209
2024 Q1	–	Sell	-1,535	Closed	-$37.5K	–	482
2023 Q4	$37.5K	Hold	1,535	–	–	﹤0.01%	276
2023 Q3	$34.6K	Hold	1,535	–	–	﹤0.01%	259
2023 Q2	$35.8K	Hold	1,535	–	–	﹤0.01%	249
2023 Q1	$35.4K	Hold	1,535	–	–	﹤0.01%	265
2022 Q4	$33.2K	Hold	1,535	–	–	﹤0.01%	267
2022 Q3	$29K	Hold	1,535	–	–	﹤0.01%	279
2022 Q2	$33K	Buy	+1,535	New	+$35.7K	﹤0.01%	275

Other funds holding DFAX

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

Alerus Financial Grand Forks, North Dakota $2.29B AUM 30.87% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GWA

Geometric Wealth Advisors Washington, District of Columbia $925M AUM 23.6% 1-Year Est. Return

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

MWA

Monograph Wealth Advisors Manhattan Beach, California $1.22B AUM 24.22% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

BOK Financial Private Wealth held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q2 2026 at 3,378 shares worth $124K. The position accounts for 0.01% of the portfolio, ranked #211.

BOK Financial Private Wealth first reported a position in DFAX in Q2 2022 and has held it in 9 quarters since. 710 funds tracked by Wall St. Rank hold DFAX as of Q2 2026.

BOK Financial Private Wealth held 3,378 shares of Dimensional World ex US Core Equity 2 ETF worth $124K as of Q2 2026.
BOK Financial Private Wealth left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q2 2026.
Dimensional World ex US Core Equity 2 ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #211 holding.
BOK Financial Private Wealth first reported a position in Dimensional World ex US Core Equity 2 ETF in Q2 2022 and has held it in 9 quarters since.
710 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q2 2026.

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