Bco Wealth Management LLC Dimensional ETF Tr Short Durat Transaction History

Bco Wealth Management LLC

  • $152 Billion
  • Q3 2025

A detailed history of Bco Wealth Management LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Bco Wealth Management LLC holds 295,646 shares of DFSD stock, worth $14.3 Million. This represents 9.4% of its overall portfolio holdings.

Number of Shares
295,646
Previous 293,785 0.63%
Holding current value
$14.3 Million
Previous $14.1 Billion 1.01%
% of portfolio
9.4%
Previous 10.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$47.86 - $48.43 $89,067 - $90,128
1,861 Added 0.63%
295,646 $14.2 Billion
Q2 2025

Jul 18, 2025
BUY
$47.09 - $48.01 $825,676 - $841,807
17,534 Added 6.35%
293,785 $14.1 Billion
Q1 2025

Apr 28, 2025
BUY
$46.74 - $47.55 $1.01 Million - $1.03 Million
21,610 Added 8.49%
276,251 $13.1 Billion
Q4 2024

Feb 12, 2025
BUY
$46.75 - $47.8 $11.9 Million - $12.2 Million
254,641 New
254,641 $11.9 Billion

Others Institutions Holding DFSD

# of Institutions
388
Shares Held
84.6M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Bco Wealth Management LLC Portfolio

Follow Bco Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bco Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bco Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email