Bok Financial Private Wealth, Inc. Dimensional ETF Tr 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 stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 9,476 shares of DFIV stock, worth $336,303. This represents 0.03% of its overall portfolio holdings.

Number of Shares

9,476

Previous 11,185 15.28%

Holding current value

$336,303

Previous $401,000 10.22%

% of portfolio

0.03%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$34.66 - $38.38 $59,233 - $65,591	-1,709 Reduced 15.28%	9,476 $360,000
Q4 2023 Jan 30, 2024	SELL	$30.86 - $34.46 $62,491 - $69,781	-2,025 Reduced 15.33%	11,185 $384,000
Q2 2023 Aug 08, 2023	SELL	$31.45 - $33.77 $33,148 - $35,593	-1,054 Reduced 7.39%	13,210 $433,000
Q4 2022 Feb 02, 2023	SELL	$25.88 - $31.1 $880,178 - $1.06 Million	-34,010 Reduced 70.45%	14,264 $433,000
Q3 2022 Nov 07, 2022	BUY	$25.71 - $30.57 $1.24 Million - $1.48 Million	48,274 New	48,274 $1.24 Million
Q2 2022 Aug 15, 2022	SELL	$28.66 - $33.84 $217,500 - $256,811	-7,589 Reduced 12.58%	52,726 $1.52 Million
Q1 2022 May 09, 2022	SELL	$30.75 - $35.49 $55,350 - $63,882	-1,800 Reduced 2.9%	60,315 $2.02 Million
Q3 2021 Nov 15, 2021	BUY	$32.25 - $33.65 $2 Million - $2.09 Million	62,115 New	62,115 $2.03 Million

Others Institutions Holding DFIV

# of Institutions

559

Shares Held

193M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Bok Financial Private Wealth, Inc. Dimensional ETF Tr Transaction History