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BOK Financial’s Dimensional US Targeted Value ETF DFAT Stock Holding History

BOK Financial’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-428
Closed -$23.4K – 1301
2024
Q4 		$23.4K Hold
428
– – ﹤0.01% 896
2024
Q3 		$23.3K Hold
428
– – ﹤0.01% 907
2024
Q2 		$22.2K Buy
+428
New +$22.5K ﹤0.01% 912
2022
Q2 		– Sell
-4,571
Closed -$213K – 922
2022
Q1 		$213K Sell
4,571
-368
-7% -$17.1K ﹤0.01% 917
2021
Q4 		$235K Sell
4,939
-1
-0% -$47 ﹤0.01% 896
2021
Q3 		$219K Buy
+4,940
New +$219K ﹤0.01% 898

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return

BOK Financial's DFAT Position: Q1 2025 in Review

BOK Financial sold out of Dimensional US Targeted Value ETF (DFAT) in Q1 2025, closing a stake of 428 shares — an estimated $23.4K sold.

BOK Financial first reported a position in DFAT in Q3 2021 and held it in 6 quarters. The position peaked at $235K in Q4 2021. 715 funds tracked by Wall St. Rank hold DFAT as of Q1 2025.

  • BOK Financial reported no remaining Dimensional US Targeted Value ETF position as of Q1 2025 after selling out during the quarter.
  • BOK Financial sold 428 Dimensional US Targeted Value ETF shares in Q1 2025, an estimated $23.4K.
  • BOK Financial first reported a position in Dimensional US Targeted Value ETF in Q3 2021 and held it in 6 quarters.
  • BOK Financial's Dimensional US Targeted Value ETF position peaked at $235K in Q4 2021.
  • 715 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q1 2025.

Based on BOK Financial's 13F filing for Q1 2025, filed 13 May 2025.