Bco Wealth Management LLC DIMENSIONAL ETF TRUST Transaction History

Bco Wealth Management LLC

  • $128 Billion
  • Q1 2025
Number of Shares
345,213
Previous 307,807 12.15%
Holding current value
$21.2 Billion
Previous $19.7 Billion 7.21%
% of portfolio
16.6%
Previous 16.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
N/A
37,406 Added 12.15%
345,213 $21.2 Billion
Q4 2024

Feb 12, 2025
BUY
N/A
307,807 New
307,807 $19.7 Billion
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