Bco Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Bco Wealth Management LLC
- $128 Billion
- Q1 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 67,705 shares of DFNM stock, worth $3.21 Million. This represents 2.53% of its overall portfolio holdings.
Number of Shares
67,705
Previous 58,899
14.95%
Holding current value
$3.21 Million
Previous $2.81 Billion
14.47%
% of portfolio
2.53%
Previous 2.34%
Shares
2 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$130 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.4 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.7 Million1.79% of portfolio