Bco Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Bco Wealth Management LLC
- $140 Billion
- Q2 2025
A detailed history of Bco Wealth Management LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Bco Wealth Management LLC holds 475,895 shares of DFIC stock, worth $14.7 Million. This represents 10.55% of its overall portfolio holdings.
Number of Shares
475,895
Previous 458,457
3.8%
Holding current value
$14.7 Million
Previous $12.7 Billion
16.21%
% of portfolio
10.55%
Previous 9.98%
Shares
3 transactions
Others Institutions Holding DFIC
# of Institutions
496Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$957 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$853 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$495 Million8.62% of portfolio
-
Evensky & Katz LLC6.15MShares$190 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$160 Million0.2% of portfolio