BOK Financial Private Wealth’s Dimensional US Equity ETF DFUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $118K | Hold |
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|
2025
Q2 | $109K | Hold |
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|
2025
Q1 | $98.2K | Hold |
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|
2024
Q4 | $103K | Hold |
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|
2024
Q3 | $101K | Sell |
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|
2024
Q2 | $96.2K | Hold |
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|
2024
Q1 | $93.2K | Hold |
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|
2023
Q4 | $84.7K | Hold |
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|
2023
Q3 | $76.1K | Hold |
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|
2023
Q2 | $78.7K | Sell |
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|
2023
Q1 | $500K | Sell |
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|
2022
Q4 | $471K | Hold |
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|
2022
Q3 | $440K | Hold |
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|
2022
Q2 | $462K | Hold |
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|
2022
Q1 | $555K | Hold |
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|
2021
Q4 | $586K | Hold |
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|
2021
Q3 | $534K | Hold |
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|
2021
Q2 | $534K | Buy |
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