Bco Wealth Management LLC Dimensional ETF Tr Dimensional Transaction History
Bco Wealth Management LLC
- $152 Billion
- Q3 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 492,982 shares of DFIC stock, worth $16.5 Million. This represents 10.67% of its overall portfolio holdings.
Number of Shares
492,982
Previous 475,895
3.59%
Holding current value
$16.5 Million
Previous $14.8 Billion
9.25%
% of portfolio
10.67%
Previous 10.55%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
524Shares Held
283MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.43% of portfolio
-
Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
-
Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio