Bco Wealth Management LLC Dimensional ETF Tr U S Core Eq 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 Core Eq stock. As of the latest transaction made, Bco Wealth Management LLC holds 819,982 shares of DFAC stock, worth $32 Million. This represents 20.87% of its overall portfolio holdings.
Number of Shares
819,982
Previous 794,892
3.16%
Holding current value
$32 Million
Previous $28.5 Billion
11.02%
% of portfolio
20.87%
Previous 20.32%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,155Shares Held
841MCall Options Held
36.6KPut Options Held
7.1K-
Mercer Global Advisors Inc Denver, CO56.6MShares$2.21 Billion4.2% of portfolio
-
Envestnet Asset Management Inc54.8MShares$2.14 Billion0.6% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.56 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.46 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$680 Million0.22% of portfolio