Bco Wealth Management LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Bco Wealth Management LLC
- $152 Billion
- Q3 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 85,033 shares of DFNM stock, worth $4.1 Million. This represents 2.69% of its overall portfolio holdings.
Number of Shares
85,033
Previous 73,321
15.97%
Holding current value
$4.1 Million
Previous $3.48 Billion
17.32%
% of portfolio
2.69%
Previous 2.48%
Shares
4 transactions
Others Institutions Holding DFNM
# of Institutions
262Shares Held
29.6MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.86MShares$138 Million3.28% of portfolio
-
Foster Group, Inc.1.49MShares$71.9 Million2.36% 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