Bco Wealth Management LLC Dimensional ETF Tr Transaction History
Bco Wealth Management LLC
- $128 Billion
- Q1 2025
A detailed history of Bco Wealth Management LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Bco Wealth Management LLC holds 80,893 shares of DFAX stock, worth $2.18 Million. This represents 1.66% of its overall portfolio holdings.
Number of Shares
80,893
Previous 80,166
0.91%
Holding current value
$2.18 Million
Previous $1.99 Billion
6.35%
% of portfolio
1.66%
Previous 1.66%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
606Shares Held
246MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$302 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$213 Million37.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$211 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$207 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$155 Million4.32% of portfolio