Bco Wealth Management LLC Dimensional ETF Tr Transaction History

Bco Wealth Management LLC

$120 Billion
Q4 2024

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 80,166 shares of DFAX stock, worth $2.08 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares

80,166

Holding current value

$2.08 Million

% of portfolio

1.66%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	BUY	$24.76 - $27.04 $1.98 Million - $2.17 Million	80,166 New	80,166 $1.99 Billion

Others Institutions Holding DFAX

# of Institutions

542

Shares Held

239M

Call Options Held

Put Options Held

Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$292 Million
3.18% of portfolio
Envestnet Asset Management Inc

9.09M
Shares

$236 Million
0.08% of portfolio
Lpl Financial LLC Fort Mill, SC

7.58M
Shares

$197 Million
0.08% of portfolio
Geometric Wealth Advisors

7.56M
Shares

$196 Million
35.57% of portfolio
Commonwealth Equity Services, LLC

6.03M
Shares

$157 Million
0.22% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAX

More about DFAX

Track This Portfolio

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.

Account

Bco Wealth Management LLC Dimensional ETF Tr Transaction History