Bco Wealth Management LLC Dimensional ETF Tr U S Small C Transaction History
Bco Wealth Management LLC
- $152 Billion
- Q3 2025
A detailed history of Bco Wealth Management LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Bco Wealth Management LLC holds 11,780 shares of DFAS stock, worth $791,027. This represents 0.53% of its overall portfolio holdings.
Number of Shares
11,780
Previous 11,012
6.97%
Holding current value
$791,027
Previous $702 Million
14.95%
% of portfolio
0.53%
Previous 0.5%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
867Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio