Bco Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Bco Wealth Management LLC
- $140 Billion
- Q2 2025
A detailed history of Bco Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bco Wealth Management LLC holds 475,895 shares of DFIC stock, worth $15 Million. This represents 10.55% of its overall portfolio holdings.
Number of Shares
475,895
Previous 458,457
3.8%
Holding current value
$15 Million
Previous $12.7 Billion
16.21%
% of portfolio
10.55%
Previous 9.98%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
501Shares Held
294MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$972 Million2.0% of portfolio
-
Envestnet Asset Management Inc28.8MShares$905 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$502 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$193 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$163 Million0.2% of portfolio