Bco Wealth Management LLC Dimensional ETF Tr Transaction History
Bco Wealth Management LLC
- $152 Billion
- Q3 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 80,694 shares of DFAX stock, worth $2.58 Million. This represents 1.67% of its overall portfolio holdings.
Number of Shares
80,694
Previous 80,643
0.06%
Holding current value
$2.58 Million
Previous $2.37 Billion
7.01%
% of portfolio
1.67%
Previous 1.69%
Shares
4 transactions
Others Institutions Holding DFAX
# of Institutions
666Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Envestnet Asset Management Inc6.67MShares$213 Million0.06% of portfolio