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BOK Financial Private Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

BOK Financial Private Wealth’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.01M Sell
124,098
-256
-0.2% -$12.6K 0.36% 27
2025
Q4 		$5.79M Hold
124,354
– – 0.35% 27
2025
Q3 		$5.56M Sell
124,354
-8,210
-6% -$358K 0.35% 28
2025
Q2 		$5.6M Sell
132,564
-30
-0% -$1.21K 0.37% 26
2025
Q1 		$5.46M Sell
132,594
-1,052
-0.8% -$44.2K 0.41% 26
2024
Q4 		$5.47M Sell
133,646
-4,131
-3% -$175K 0.4% 25
2024
Q3 		$5.74M Sell
137,777
-3,469
-2% -$140K 0.42% 27
2024
Q2 		$5.55M Sell
141,246
-1,169
-0.8% -$46.3K 0.4% 30
2024
Q1 		$5.82M Sell
142,415
-7,995
-5% -$305K 0.43% 30
2023
Q4 		$5.6M Sell
150,410
-1,245
-0.8% -$42.9K 0.45% 31
2023
Q3 		$5.16M Sell
151,655
-59
-0% -$2.07K 0.45% 30
2023
Q2 		$5.23M Sell
151,714
-141
-0.1% -$4.71K 0.43% 34
2023
Q1 		$5.08M Hold
151,855
– – 0.41% 38
2022
Q4 		$5.08M Sell
151,855
-504
-0.3% -$16.7K 0.42% 35
2022
Q3 		$4.51M Sell
152,359
-325
-0.2% -$10.6K 0.41% 37
2022
Q2 		$4.83M Buy
+152,684
New +$5.08M 0.43% 36

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BOK Financial Private Wealth's DFUV Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 0.21% in Q1 2026, selling an estimated $12.6K and leaving 124,098 shares worth $6.01M. The position accounts for 0.36% of the portfolio, ranked #27.

BOK Financial Private Wealth first reported a position in DFUV in Q2 2022 and has held it in 16 quarters since. 766 funds tracked by Wall St. Rank hold DFUV as of Q1 2026.

  • BOK Financial Private Wealth held 124,098 shares of Dimensional US Marketwide Value ETF worth $6.01M as of Q1 2026.
  • BOK Financial Private Wealth sold 256 Dimensional US Marketwide Value ETF shares in Q1 2026, an estimated $12.6K.
  • Dimensional US Marketwide Value ETF made up 0.36% of BOK Financial Private Wealth's portfolio in Q1 2026, its #27 holding.
  • BOK Financial Private Wealth first reported a position in Dimensional US Marketwide Value ETF in Q2 2022 and has held it in 16 quarters since.
  • 766 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.