Bco Wealth Management LLC Dimensional ETF Tr U S Core Eq Transaction History
Bco Wealth Management LLC
- $140 Billion
- Q2 2025
A detailed history of Bco Wealth Management LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Bco Wealth Management LLC holds 794,892 shares of DFAC stock, worth $29.1 Million. This represents 20.32% of its overall portfolio holdings.
Number of Shares
794,892
Previous 777,130
2.29%
Holding current value
$29.1 Million
Previous $25.6 Billion
11.12%
% of portfolio
20.32%
Previous 20.1%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
1,114Shares Held
830MCall Options Held
46.6KPut Options Held
600-
Envestnet Asset Management Inc54.8MShares$2.01 Billion0.6% of portfolio
-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.97 Billion4.13% of portfolio
-
Forum Financial Management, LP Lombard, IL38.9MShares$1.43 Billion24.19% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.37 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$636 Million0.23% of portfolio