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 $16.2 Million. This represents 10.67% of its overall portfolio holdings.
Number of Shares
492,982
Previous 475,895
3.59%
Holding current value
$16.2 Million
Previous $14.8 Billion
9.25%
% of portfolio
10.67%
Previous 10.55%
Shares
4 transactions
Others Institutions Holding DFIC
# of Institutions
522Shares Held
300MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.7MShares$1.04 Billion2.04% of portfolio
-
Envestnet Asset Management Inc28.8MShares$945 Million0.27% of portfolio
-
Forum Financial Management, LP Lombard, IL16.5MShares$543 Million8.43% of portfolio
-
Evensky & Katz LLC6.15MShares$202 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.09MShares$167 Million0.21% of portfolio