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BOK Financial Private Wealth’s Dimensional International Value ETF DFIV Stock Holding History

BOK Financial Private Wealth’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$452K Hold
8,358
– – 0.02% 132
2026
Q1 		$441K Hold
8,358
– – 0.03% 133
2025
Q4 		$417K Hold
8,358
– – 0.03% 138
2025
Q3 		$385K Hold
8,358
– – 0.02% 138
2025
Q2 		$358K Sell
8,358
-99
-1% -$4.03K 0.02% 143
2025
Q1 		$333K Sell
8,457
-88
-1% -$3.36K 0.03% 143
2024
Q4 		$303K Sell
8,545
-931
-10% -$34.1K 0.02% 153
2024
Q3 		$361K Sell
9,476
-1,709
-15% -$63.2K 0.03% 146
2024
Q2 		$402K Hold
11,185
– – 0.03% 140
2024
Q1 		$411K Hold
11,185
– – 0.03% 140
2023
Q4 		$384K Sell
11,185
-2,025
-15% -$66.1K 0.03% 136
2023
Q3 		$431K Hold
13,210
– – 0.04% 129
2023
Q2 		$434K Sell
13,210
-1,054
-7% -$34.6K 0.04% 133
2023
Q1 		$460K Hold
14,264
– – 0.04% 134
2022
Q4 		$434K Sell
14,264
-34,010
-70% -$987K 0.04% 134
2022
Q3 		$1.24M Sell
48,274
-4,452
-8% -$127K 0.11% 95
2022
Q2 		$1.52M Sell
52,726
-7,589
-13% -$242K 0.14% 95
2022
Q1 		$2.02M Sell
60,315
-1,800
-3% -$60.7K 0.14% 95
2021
Q4 		$2.04M Hold
62,115
– – 0.14% 94
2021
Q3 		$2.03M Buy
+62,115
New +$2.05M 0.16% 83

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

BOK Financial Private Wealth held its Dimensional International Value ETF (DFIV) position steady in Q2 2026 at 8,358 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #132.

BOK Financial Private Wealth first reported a position in DFIV in Q3 2021 and has held it in 20 quarters since. The position peaked at $2.04M in Q4 2021. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • BOK Financial Private Wealth held 8,358 shares of Dimensional International Value ETF worth $452K as of Q2 2026.
  • BOK Financial Private Wealth left its Dimensional International Value ETF share count unchanged in Q2 2026.
  • Dimensional International Value ETF made up 0.02% of BOK Financial Private Wealth's portfolio in Q2 2026, its #132 holding.
  • BOK Financial Private Wealth first reported a position in Dimensional International Value ETF in Q3 2021 and has held it in 20 quarters since.
  • BOK Financial Private Wealth's Dimensional International Value ETF position peaked at $2.04M in Q4 2021.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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