BOK Financial Private Wealth’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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 | +$33K | ﹤0.01% | 275 |
|