Bok Financial Private Wealth, Inc. Dimensional ETF Tr U S Small C Transaction History

Bok Financial Private Wealth, Inc.

$1.38 Billion
Q3 2024

A detailed history of Bok Financial Private Wealth, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 4,781 shares of DFAS stock, worth $331,132. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,781

Previous 5,321 10.15%

Holding current value

$331,132

Previous $319,000 2.82%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$59.25 - $65.33 $31,995 - $35,278	-540 Reduced 10.15%	4,781 $310,000
Q4 2023 Jan 30, 2024	SELL	$48.83 - $60.51 $4,785 - $5,929	-98 Reduced 1.81%	5,321 $317,000
Q3 2023 Oct 13, 2023	SELL	$51.84 - $57.67 $24,261 - $26,989	-468 Reduced 7.95%	5,419 $284,000
Q4 2022 Feb 02, 2023	SELL	$47.77 - $54.73 $94,727 - $108,529	-1,983 Reduced 25.2%	5,887 $301,000
Q3 2022 Nov 07, 2022	BUY	$46.47 - $55.84 $365,718 - $439,460	7,870 New	7,870 $366,000
Q4 2021 Feb 15, 2022	SELL	$56.67 - $63.93 $73,274 - $82,661	-1,293 Reduced 13.83%	8,058 $483,000
Q3 2021 Nov 15, 2021	BUY	$54.69 - $59.43 $511,406 - $555,729	9,351 New	9,351 $537,000
Q3 2021 Nov 09, 2021	SELL	$54.69 - $59.43 $660,108 - $717,320	-12,070 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	$56.37 - $58.95 $680,385 - $711,526	12,070 New	12,070 $705,000

Others Institutions Holding DFAS

# of Institutions

688

Shares Held

107M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S SMALL C

Ticker DFAS
Sector ETFs
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Bok Financial Private Wealth, Inc. Dimensional ETF Tr U S Small C Transaction History