Back to BOKF
Root Financial Partners, LLC → BOKF
Root Financial Partners, LLC BOKF Position History
BOK Financial Corporation • Financial Services
Quarters held
4
Latest value
$55K
Q3 2026
Peak value
$55K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $23K |
| Q4 2025 | $28K |
| Q1 2026 | $47K |
| Q3 2026 | $55K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $55K | 438 | — | — |
| Q1 2026 | $47K | 367 | — | — |
| Q4 2025 | $28K | 235 | — | — |
| Q3 2025 | $23K | 202 | — | — |
Other funds holding BOKF
$216.9M
$212.7M
$203.2M
$194.4M
$188.1M
$187.9M
$187.6M
Other Root Financial Partners, LLC positions
CRDO
$202.9MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$186.8MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$162.3MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$161.8MDIMENSIONAL CORE FIXED INCOME ETF
HONA
$158.7MDIMENSIONAL CORE FIXED INCOME ETF
CRDO
$151.2MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
CRDO
$137.4MDIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
HONA
$137.1MDIMENSIONAL CORE FIXED INCOME ETF