Bok Financial Private Wealth, Inc. Dimensional ETF Tr Us Marketwi 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 Us Marketwi stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 137,777 shares of DFUV stock, worth $5.64 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

137,777

Previous 141,246 2.46%

Holding current value

$5.64 Million

Previous $5.55 Million 3.55%

% of portfolio

0.42%

Previous 0.4%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$38.51 - $41.69 $133,591 - $144,622	-3,469 Reduced 2.46%	137,777 $5.74 Million
Q2 2024 Aug 14, 2024	SELL	$38.53 - $40.76 $45,041 - $47,648	-1,169 Reduced 0.82%	141,246 $5.55 Million
Q1 2024 Apr 30, 2024	SELL	$36.22 - $40.9 $289,578 - $326,995	-7,995 Reduced 5.32%	142,415 $5.82 Million
Q4 2023 Jan 30, 2024	SELL	$31.85 - $37.39 $39,653 - $46,550	-1,245 Reduced 0.82%	150,410 $5.6 Million
Q3 2023 Oct 13, 2023	SELL	$33.83 - $36.19 $1,995 - $2,135	-59 Reduced 0.04%	151,655 $5.16 Million
Q2 2023 Aug 08, 2023	SELL	$32.32 - $34.5 $4,557 - $4,864	-141 Reduced 0.09%	151,714 $5.23 Million
Q4 2022 Feb 02, 2023	SELL	$30.23 - $35.36 $15,235 - $17,821	-504 Reduced 0.33%	151,855 $5.08 Million
Q3 2022 Nov 07, 2022	BUY	$29.6 - $34.78 $4.51 Million - $5.3 Million	152,359 New	152,359 $4.51 Million
Q2 2022 Aug 15, 2022	BUY	$30.92 - $35.31 $4.72 Million - $5.39 Million	152,684 New	152,684 $4.83 Million

Others Institutions Holding DFUV

# of Institutions

640

Shares Held

267M

Call Options Held

300

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.

Account

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