BOK Financial Private Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$112K	Hold	1,363	–	–	0.01%	222
2026 Q1	$96.7K	Sell	1,363 -260	-16%	-$19.3K	0.01%	218
2025 Q4	$120K	Hold	1,623	–	–	0.01%	210
2025 Q3	$118K	Hold	1,623	–	–	0.01%	199
2025 Q2	$109K	Hold	1,623	–	–	0.01%	205
2025 Q1	$98.2K	Hold	1,623	–	–	0.01%	211
2024 Q4	$103K	Hold	1,623	–	–	0.01%	207
2024 Q3	$101K	Sell	1,623 -12	-0.7%	-$718	0.01%	208
2024 Q2	$96.2K	Hold	1,635	–	–	0.01%	208
2024 Q1	$93.2K	Hold	1,635	–	–	0.01%	210
2023 Q4	$84.7K	Hold	1,635	–	–	0.01%	207
2023 Q3	$76.1K	Hold	1,635	–	–	0.01%	201
2023 Q2	$78.7K	Sell	1,635 -9,628	-85%	-$438K	0.01%	203
2023 Q1	$500K	Sell	11,263 -68	-0.6%	-$2.95K	0.04%	129
2022 Q4	$471K	Hold	11,331	–	–	0.04%	131
2022 Q3	$440K	Hold	11,331	–	–	0.04%	131
2022 Q2	$462K	Hold	11,331	–	–	0.04%	130
2022 Q1	$555K	Hold	11,331	–	–	0.04%	166
2021 Q4	$586K	Hold	11,331	–	–	0.04%	155
2021 Q3	$534K	Hold	11,331	–	–	0.04%	144
2021 Q2	$534K	Buy	+11,331	New	+$528K	0.04%	140

Other funds holding DFUS

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

MPW

MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

BOK Financial Private Wealth held its Dimensional US Equity ETF (DFUS) position steady in Q2 2026 at 1,363 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #222.

BOK Financial Private Wealth first reported a position in DFUS in Q2 2021 and has held it in 21 quarters since. The position peaked at $586K in Q4 2021. 873 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

BOK Financial Private Wealth held 1,363 shares of Dimensional US Equity ETF worth $112K as of Q2 2026.
BOK Financial Private Wealth left its Dimensional US Equity ETF share count unchanged in Q2 2026.
Dimensional US Equity ETF made up 0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #222 holding.
BOK Financial Private Wealth first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 21 quarters since.
BOK Financial Private Wealth's Dimensional US Equity ETF position peaked at $586K in Q4 2021.
873 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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