Bco Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Bco Wealth Management LLC
- $163 Billion
- Q4 2025
A detailed history of Bco Wealth Management LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Bco Wealth Management LLC holds 102,715 shares of DFNM stock, worth $4.95 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
102,715
Previous 85,033
20.79%
Holding current value
$4.95 Million
Previous $4.08 Billion
21.27%
% of portfolio
3.03%
Previous 2.69%
Shares
5 transactions
Others Institutions Holding DFNM
# of Institutions
261Shares Held
30MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.47MShares$70.7 Million2.28% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.7 Million0.64% of portfolio
-
First Ascent Asset Management, LLC901KShares$43.4 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL865KShares$41.7 Million1.61% of portfolio